Associate Portfolio Manager - Torrance (Hybrid)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion in assets under management as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges and progress in their professional careers.

About the role

The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence, and Community.

Responsibilities

• Work closely with Investment Director and other senior members of the team to administer investments in client accounts
• Support trading and portfolio management functions as part of the portfolio management team
• Work on model changes and rebalancing for Tamarac accounts
• Monitor asset allocation of client accounts and conduct rebalancing utilizing trade order management system as necessary
• Monitor cash levels in client accounts and adjust as necessary
• Produce periodic reports from trade order management system as required
• Work with compliance to document and report on trading activity
• Assist with other compliance-related tasks
• Enter, maintain, and report on data in portfolio management system
• Collaborate with Financial Advisors to enter and analyze data in investment portfolio proposals as necessary
• Provide progress reports to manager and senior team members communicating timelines, delays, projected and mitigated issues, and outcomes
• Perform duties consistent with the Company's goals and objectives within a professional framework
• Perform additional duties as necessary to support and enhance investment department objectives
• Adhere to all company policies and procedures, focusing on consistency, quality, and compliance

Requirements

• Undergraduate degree required, preferably in business, finance, or economics-related major; participation in the CFA program preferred
• 3-5 years of experience in an investment-related field; portfolio management and/or securities trading experience
• Strong interest and knowledge in financial planning and wealth management
• Interpersonal skills and ability to work productively within a team structure
• Excellent written and verbal communication and presentation skills
• Ability to work independently and exercise discretion without immediate supervision
• Ability to multi-task under pressure, prioritize workflow, and meet deadlines
• Strong attention to detail and accuracy
• Ability to organize and present data; strong Excel and/or programming skills a plus
• Experience with Tamarac or other trade order/portfolio management software
• Experience with Bloomberg, Morningstar, Schwab, and Fidelity platforms

Pay

$79,000 - $110,000 per year

Benefits

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services
• Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program