Portfolio Management Associate
Core
Supports Financial Advisors in developing financial plans and investment strategies, manages client portfolios, and conducts market research.
Role type
Associate Wealth Management Advisor
Builds
Client financial plans, investment portfolios, and market reports
Domain
Wealth Management / Financial Services
Required skills
Asset allocation, portfolio management, market research, client relationship management, regulatory compliance, financial planning
Preferred skills
CFA designation, Series 7/66/63/65 licenses, Mandarin fluency, estate planning knowledge
Technologies
LYDIA trading platform, proprietary research software
Responsibilities
Makes asset allocation recommendations, evaluates current holdings for action, meets with clients to discuss investment strategies, screens new client prospects, develops marketing materials
Seniority
Mid-level, hands-on IC