Associate Portfolio Manager

Our client is a large SEC Registered Investment Advisor, and they are seeking an Associate Portfolio Manager to support the Senior Portfolio Managers in the Team

This role will support the firms PM's in the coordinated delivery of services to our ultra-high net worth and institutional clients. You will support both investment and administrative processes and will face off to clients.

Your role responsibilities include:

• Support the Portfolio Manager in all areas to provide exceptional service to clients and counterparties.
• Prepare investment plans with PM guidance for individual client portfolios
• Work with the PM, Operations team and external counterparties to develop and monitor execution of trades
• Support PM’s client and counterparty communication
• Coordinate internal resources including Client Services, Research and Operations to provide maximum leverage to PM’s time and to make certain that client needs are met.

Qualification

• 5+ years work experience in financial services required (private banking, buy-side analyst, client services, investment adviser or related role).
• An undergraduate degree in business, finance, accounting or related degree required.
• Strong knowledge of Excel, Word, PowerPoint.
• Superb organizational, project management and interpersonal skills.
• Extreme attention to detail.
• Preferred languages – Spanish and English