We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes.
Responsibilities:
- Support PM's in all administrative tasks to provide white-glove service to clients
- Assist in preparing investment plans for individual client portfolios based on client financials
- Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
- Support the PM with internal and external communications
- Support client services, research and operations maximizing leverage to PM's time management
Requirements:
- 5+ years experience in financial services working in a similar type of environment (private banking, client services, investment adviser or related role)
- Bachelor's degree in Business, Finance, Accounting or related field
- Proficient with MS Office
- Strong knowledge of investment and financial planning
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Customer Service and Finance
Industries
- Investment Banking, Investment Management, and Financial Services
Benefits:
- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Paid paternity leave
Location: Miami, FL
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