Associate Portfolio Manager
Core
Build customized investment strategies and manage client portfolios for high net worth individuals, trusts, and charitable foundations.
Role type
Associate Portfolio Manager
Builds
Customized investment strategies, models, proposals, and action plans
Domain
Wealth Management / Private Banking
Required skills
Portfolio management, Investment industry experience, Client counseling, Investment policy statement management
Preferred skills
CFA designation, CIM designation, CFP designation
Technologies
Investment models, Action plans
Responsibilities
Identify and resolve complex client inquiries, Develop and maintain client profiles, Assist in constructing customized investment strategies, Implement action plans to manage client portfolios, Ensure portfolios are managed within Investment Policy Statement parameters
Seniority
Mid-level, hands-on IC