We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities:
- Support PM's in all administrative tasks to provide white-glove service to clients
- Assist in preparing investments plans for individual client portfolios based on client financials
- Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
- Support the PM with internal and external communications
- Support with client services, research and operations maximizing leverage to PM's time management
Requirements
- 5+ experience in financial services working in a similar type of environment (private-banking, client services, investment adviser or related role)
- Bachelor's degree in Business, Finance, Accounting or related field
- Proficient with MS Office
- Bilingual - English & Spanish
- Strong knowledge of investment and financial planning
