Portfolio Management Associate
Core
Assists Financial Advisors in developing and executing customized investment strategies, creating reporting on investment activity, and communicating with clients regarding accounts and market conditions.
Role type
Senior IC Portfolio Management Associate Director
Builds
Customized investment plans, monthly/quarterly performance reports, and advanced PM solutions for clients.
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset allocation, portfolio construction, credit research, valuation modeling, database research, trade execution, client prospect screening, estate/trust/retirement planning, marketing material development, market review analysis
Preferred skills
CFA designation, Portfolio Management Coursework completion, knowledge of financial industry products
Technologies
Proprietary PM trading platforms, database software, internet research tools
Responsibilities
Makes asset allocation recommendations and sets up portfolios; Critically examines current holdings to evaluate portfolio actions; Proactively evaluates and upgrades platforms for the PM Group; Implements trades using PM platforms; Conducts credit research and develops valuation models; Supports Financial Advisors in analyzing portfolios and developing advanced solutions; Manages clients' estate, trust, retirement, and insurance objectives; Screens new client prospects for suitability; Develops and distributes marketing and seminar materials.
Seniority
Senior, hands-on IC