Portfolio Associate - Job #1998

Responsibilities

• Support the client portfolio management team in providing integrated investment management and wealth planning advice
• Ongoing client relationship management, portfolio monitoring, and reporting
• Conducting investment portfolio analysis
• Developing, implementing, and monitoring investment plans across portfolios and asset classes
• Preparing client presentation materials and correspondence
• Aiding in general client management for existing and potential new clients

Qualifications

• Bachelor's degree from a top-tier university with a record of academic achievement and test scores
• Previous experience in investment banking, or in an investment role is a plus but not required
• An interest in financial markets and investing is preferred
• Strong attention to detail and analytical/problem-solving skills as well as excellent written and verbal communication skills
• Motivated self-starter comfortable working both collaboratively in small teams and independently while managing multiple projects under deadlines