Portfolio Management Senior Associate
About The Position
This role assists the Portfolio Management team in providing integrated investment advice and portfolio management services. The Senior Associate coordinates internal delivery of investment services through appropriate channels, identifies potential new business within existing books of business, and assists other service associates as needed. The role may serve as an additional client contact or as backup for client-facing Portfolio Managers. The position supports client portfolio management activities, engages clients on investment performance and market changes, conducts market and portfolio analysis, and coordinates with client teams and partners to provide integrated service. It also manages or executes client investment transactions and helps identify and resolve client issues.
Requirements
- At least 2 years of experience with a financial institution focused on high-net-worth client service and sales.
- High school diploma, GED, secondary school, or equivalent is the minimum education requirement.
- Skills in risk management, critical thinking, customer and client focus, prioritization, problem solving, attention to detail, business acumen, collaboration, decision making, written communications, active listening, analytical thinking, networking, organizational effectiveness, and result orientation.
Nice To Haves
- Investment administration experience.
- BS/BA degree in Business, Finance, Economics, or Law.
Responsibilities
- Support aspects of client portfolios, including asset allocation, portfolio construction, security and manager selection, trade execution, risk management and compliance, and investment reviews.
- Assist with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis.
- Perform market analysis, gather insights, and recommend strategies to support clients’ investment goals.
- Support Portfolio Managers with portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statements are complete and of appropriate quality.
- Manage and/or execute client investment transactions, leveraging portfolio management expertise.
- Coordinate with client teams and partners to deliver integrated client service, and identify and resolve issues effectively and in a timely manner.
- Coordinate internal delivery of investment services through appropriate channels.
- Seek new business opportunities from existing books of business.
- Assist other service associates as needed.
- Serve as an additional client contact and/or backup for client-facing Portfolio Managers.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
