Associate Portfolio Manager

About the role

The Associate Portfolio Manager will support private client investment relationships in the Atlanta area, focusing on portfolio strategy, asset allocation, investment research, client portfolio reviews, and long-term relationship-focused wealth management.

Responsibilities

• Support the management and monitoring of private client investment portfolios
• Aid in portfolio reviews, asset allocation, performance analysis, and investment recommendations
• Partner with internal advisors, client-facing teams, and senior investment professionals
• Prepare client review materials, market commentary, portfolio updates, and investment summaries
• Review portfolio positioning, risk, liquidity needs, and long-term client objectives
• Support investment research, manager research, due diligence, and reporting
• Identify portfolio issues and escalate items appropriately
• Build technical knowledge in fiduciary, private client, and relationship-based investment management

Requirements

• 4+ years of experience in wealth management, investment management, private banking, financial advisory, or portfolio support
• Exposure to private client, HNW, UHNW, family office, fiduciary, or relationship-based investment portfolios preferred
• Experience with asset allocation, portfolio construction, investment research, performance review, or client portfolio reviews
• Strong analytical skills, attention to detail, and ability to manage multiple priorities
• Ability to explain investment concepts clearly and professionally
• Strong interest in growing into a long-term investment management career
• Experience with portfolio management, CRM, investment reporting, planning, or compliance systems preferred
• Bachelor’s degree in Finance, Economics, Business, or related field preferred

Benefits

Competitive compensation, bonus, and benefits package.