Associate Portfolio Manager - Wealth Management

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities:

• Support PM's in all administrative tasks to provide white-glove service to clients
• Assist in preparing investments 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 with client services, research and operations maximizing leverage to PM's time management

Requirements

• 5+ 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
• Bilingual - English & Spanish
• Strong knowledge of investment and financial planning