Associate Portfolio Manager
Core
Manage liquidity, equity, fixed income, and alternative investments for individual, family, trust, and institutional portfolios while developing client-specific strategies.
Role type
Associate Portfolio Manager
Builds
Customized investment portfolios for high-net-worth individuals and institutions
Domain
Asset Management / Wealth Management
Required skills
Portfolio management, equity analysis, fixed income analysis, alternative investment analysis, client relationship management, financial reporting, trading execution, strategic planning
Preferred skills
CFA designation, MBA, AI-enabled productivity tool usage
Technologies
Bloomberg, FactSet, Charles River, APX
Responsibilities
Manage liquidity needs and analyze diverse asset classes for client portfolios; Develop and implement investment strategies in coordination with the team; Perform detailed portfolio analyses and create client-specific reports; Assist in managing client relationships including trading and communication; Cultivate relationships with new and existing clients; Expand relationships with internal and external business partners
Seniority
Mid-level, hands-on IC