Portfolio Management Associate

NewEdge Capital Group•New Orleans, LA

1d•Onsite

About The Position

NewEdge Advisors is seeking a highly organized and detail-oriented Portfolio Management Associate to support the Investments & Wealth Solutions Division. This role includes support of portfolio management, investments, platform maintenance, and advisor solutions mapping. The ideal candidate is intellectually curious, operationally precise, and comfortable navigating a fast-paced, multi-custodial, multi-channel investment team.

Requirements

Experience in financial services, investment operations, or a related function — preferably within an RIA, broker-dealer, or TAMP environment.
Familiarity with multi-custodial RIA platforms and custodians such as Fidelity, Schwab, Raymond James, Goldman Sachs, and LPL Financial.
Working knowledge of portfolio management and CRM systems, particularly Orion and Salesforce.
Strong product knowledge across investment solutions including SMAs, mutual funds, ETFs, structured notes, and alternative investments.
High attention to detail, strong organizational skills, and the ability to manage multiple open workstreams simultaneously.
Excellent written and verbal communication skills; comfortable engaging directly with advisors and third-party partners.

Nice To Haves

Experience with SMA platforms (e.g., SMArtX, Vise) and/or TAMP platforms (e.g., AssetMark, Envestnet, SEI) is a plus.
Series 65, Series 7/66, or SIE license (or demonstrated willingness to obtain).
Proficiency in Microsoft Excel, PowerPoint, Adobe and AI tools; comfort with data tools and reporting platforms.
Appetite for continuous learning across investment products, platform technology, and advisor practice management.
AdvisorFirst mindset — service-oriented, relationship-aware, and focused on delivering excellent advisor and client outcomes.
Collaborative team player who thrives in a fast-paced, evolving environment with a bias toward service.

Responsibilities

Provide day-to-day operational and analytical support to the Portfolio Management team across content, systems, and data functions.
Own ongoing maintenance of the investment platform gateway, including updating model descriptions, holdings disclosures, guides, and related materials across advisor-facing portals.
Assist in maintaining compliance with investment-related audit and performance reporting requirements; gather data, format reports, and coordinate with Compliance and the CIO as needed.
Serve as a hands-on user and administrator of integrated platforms including Orion (ORI), YCharts, Softek, and related investment research tools; pull data, build outputs, and troubleshoot integration issues.
Support casework and portfolio construction alongside Portfolio Managers.
Support proposal systems and software; coordinate integrations and data for the investment platform.
Own open item tracking for cases between the portfolio management team and trading operations team — maintaining follow-up queues, coordinating with internal teams, and ensuring commitments are closed on time.
Assist with special projects, technology implementations, and process improvement initiatives as directed by PM and trading & operations leadership.
Support automation and data integration efforts involving Orion, Salesforce, and back-office systems.
Help coordinate Investment Committee meetings, including logistics, materials, and follow-up documentation.
Work alongside Investment Solutions Advocates to educate and map incoming advisor teams' books of business to NEA's platform solutions and investment offerings.
Sit in on advisor transition and recruiting calls to develop comprehensive understanding of advisor holdings, business lines, and operational needs.
Gather and organize data on advisor current investment holdings to support transition planning and solution design.
Coordinate deliverables, presentations, and files for transition mapping discussions with committed and prospective teams.
Support in the maintenance and accuracy of product, pricing, and platform data across the investment ecosystem, with Orion as the primary system of record.
Administration & support in maintaining product databases within Orion, ensuring data integrity across models, strategies, and investment solutions.
Work with the Director of Portfolio Management and Managing Director of Investments to create, modify, and maintain platform content and materials.
Help develop presentations and compile content across NewEdge business verticals for advisor-facing and internal distribution.