Investment Associate, Supporting Lead Portfolio Manager
Core
Support a Lead Portfolio Manager in managing client relationships, executing investment strategies, and delivering personalized wealth management advice.
Role type
Investment Advisor Associate (Wealth Management)
Builds
Client portfolios, financial plans, and investment strategies for high-net-worth individuals.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Portfolio management, financial planning, client relationship management, trading execution, tax efficiency analysis, regulatory compliance, market commentary drafting, business development.
Preferred skills
Financial planning designation (Fin. Pl), CIM or CFA designation, advanced technology proficiency in wealth management platforms, knowledge of estate planning.
Technologies
Wealth management platforms, trading platforms, productivity tools, databases.
Responsibilities
Prepare and execute client portfolio reviews, assist in trading and account restructuring, construct and rebalance investment portfolios, draft market commentary, identify new business opportunities, collaborate with external partners (accountants, lawyers), manage client onboarding.
Seniority
Mid-level, experienced IC