Job Description
We are seeking an Investment Portfolio Associate to join a growing wealth management firm. This individual will work closely with the investment team and financial advisors to support day-to-day portfolio management and investment activities. The role offers significant growth potential as the firm continues to expand.
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Key Responsibilities
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- Manage day-to-day investment and portfolio management activities.
- Support asset allocation, portfolio construction, and investment analysis.
- Work across a range of investments, including private equity, mutual funds, ETFs, and other asset classes.
- Collaborate closely with the investment team, financial advisors, and firm leadership.
- Monitor portfolio performance and assist with ongoing investment decisions.
- Support client communications as needed, with opportunities to take on more client-facing responsibilities over time.
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Qualifications
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- CFA designation required.
- Experience in investment management, portfolio management, or a related field.
- Strong understanding of asset allocation, investment strategies, and various asset classes.
- Strong analytical, organizational, and communication skills.
- Ability to work collaboratively within a small team environment.
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