Associate Portfolio Advisor
Core
Manages investment activities for small to mid-sized personal trusts and individual portfolios, developing recommendations to achieve client investment objectives.
Role type
Associate Portfolio Advisor
Builds
Client portfolios and investment strategies
Domain
Wealth Management / Asset Management
Required skills
Investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, market characteristics, analytical and interpretive skills, portfolio research and investment methodologies
Preferred skills
Mastery of CRA, Wealthbench, GPS, and WM Alternatives tools
Technologies
CRA, Wealthbench, GPS, WM Alternatives
Responsibilities
Manage investment activities for fee revenue producing accounts, assist in developing investment recommendations, work with Investment Advisors on strategy revisions, develop presence with client-facing teams and external consultants, demonstrate proficiency with new investment strategies, provide high-level support and mentoring to Investment Associates, adhere to National Investment Guidelines and risk management practices
Seniority
Mid-level, hands-on IC