Associate - Portfolio Strategy

NewEdge Capital Group • Coral Gables, FL

3d • Hybrid

About The Position

This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolios for clients and prospects in collaboration with NewEdge Wealth advisors. Manager research responsibilities include conducting due diligence, sourcing, and monitoring third party managers on equity and fixed income asset manager for distribution on our platform. The role requires various project engagement duties/tasks in conjunction with the Chief Investment Officer and the broader investment team.

Requirements

• Bachelor’s degree in Finance (or related field) or foreign equivalent.
• 18 months of experience in a financial advisory or financial representative role.
• Working knowledge of capital markets, asset allocation and portfolio construction, with experience applying these concepts to investment decisions and creating customized portfolios.
• Conducting asset allocation and portfolio construction analysis as well as transition analysis for client portfolios.

Responsibilities

• Utilizing strong working knowledge of capital markets, asset allocation and portfolio construction, with experience applying these concepts to investment decisions and creating customized portfolios.
• Conducting asset allocation and portfolio construction analysis as well as transition analysis for client portfolios.
• In depth research on market trends and conditions in relation to client portfolios.
• Preparing quarterly analysis of the product platform including tear sheets and implementation guides.
• Managing research and due diligence on equity and fixed income asset manager and provide due diligence, sourcing, and monitoring of third-party managers.
• Working with and presenting to ultra high net worth clients, institutions and financial advisors.
• Building customized portfolios for prospects and clients.
• Providing analysis of client portfolios and research views of market conditions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level