Portfolio Management Associate
Core
Support Financial Advisors and Private Wealth Advisors in developing financial plans, investment strategies, and client reports to deliver an exceptional client experience.
Role type
Associate-level client service and portfolio management support
Builds
Client financial plans, investment strategies, and reports
Domain
Wealth Management / Financial Services
Required skills
Asset allocation management, client report preparation, financial research, estate/trust/retirement/insurance objective updates, digital marketing execution, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency
Preferred skills
Four-year college degree, professional certification (CFA, etc.)
Technologies
Firm-approved portfolio management systems, MS Office (Excel), internet applications
Responsibilities
Enter or adjust asset allocations, prepare and review client reports, assist with financial research, participate in client meetings, update client estate/trust/retirement/insurance objectives, review new client prospects, execute digital and in-person marketing strategies
Seniority
Associate, entry-level IC