Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research work, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.
Requirements & Responsibilities:
- 3-5 years of investment management experience
- Strong interpersonal skills in interacting with various internal and external constituencies.
- CFA
- BA/BS degree
- Series 7 and 66
- Strong Excel/Python
