Portfolio Management Senior Associate

Portfolio Management Senior Associate focuses on supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and invest.

What the role involves

• Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and invest.
• Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Performs market analysis, gathers insights, and recommends strategies to support client's investment goals.
• Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness.
• Manages and/or executes client investment transactions, while leveraging expertise in portfolio management.
• Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner.

Skills and requirements

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales.
• Investment administration experience desired.
• BS/BA degree in Business, Finance, Economics or Law desired.
• Critical Thinking.

Additional role context

• This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services.