Associate Portfolio Manager - Wealth Management (Hybrid)
Duties And Responsibilities
- Work closely with Investment Director and other senior members of the team to administer investments in client accounts
- Work as needed as part of the portfolio management team to support trading and portfolio management functions
- 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 necessary
- Work with compliance to document and report on trading activity
- Aid in entering, maintaining, and reporting 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 to plan and within a professional framework representing the Company's goals and objectives
- Perform additional duties as necessary in order to support and enhance investment department objectives
- Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Qualifications
- Undergraduate degree required, preferably in business, finance or economics related major; participation in the CFA program preferred
- 3-5 years experience in investment related field; portfolio management and/or securities trading experience
- Strong interest and knowledge in financial planning and wealth management
- Interpersonal skills, productive working within a team structure
- Excellent written and verbal communication skills and presentation skills
- Ability to work independently and exercise discretion without immediate supervision at all times
- Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
- 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
Our base pay range is $79,000.00 - $110,000.00 (per year)
What We Offer
- 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
Company Information
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Headquarter office located in Torrance, CA is hiring for an Associate Portfolio Manager.
About the Role
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Headquarter office located in Torrance, CA is hiring for an Associate Portfolio Manager.