Associate Portfolio Manager - Personal Wealth
Core
Day-to-day management and oversight of separately managed accounts (SMAs), including portfolio optimization, performance monitoring, and investment research.
Role type
Associate Portfolio Manager (Personal Wealth)
Builds
Separately managed accounts (SMAs) for Empower Wealth clients
Domain
Personal Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio optimization, U.S. sector and industry research, investment performance measurement and attribution, data visualization, Bloomberg proficiency
Preferred skills
CFA designation, investment commentary development, economic and market outlook development
Technologies
Bloomberg, Microsoft Office
Responsibilities
Run portfolio optimizations and monitor position sizes relative to targets; Produce daily, weekly, monthly, and quarterly strategy performance and attribution reports; Lead regular investment meetings to identify market opportunities and risks; Conduct U.S. sector and industry research including valuation and fundamental analysis; Co-author monthly external commentary regarding SMA positioning and market developments; Respond to client requests and support external communications regarding investment strategy
Seniority
Mid-Senior, hands-on IC