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 for portfolio construction purposes, preparing client materials, and assisting with asset allocation and portfolio rebalancing work.
MUST have CFA or be willing to sit for CFA!
Requirements & Responsibilities:
- 3-5 years of investment management experience
- Strong interpersonal skills in interacting with various internal and external constituencies.
- BA/BS degree
- Series 7 and 66
- Strong Excel
