Portfolio Associate

New York, NY

$90k-$100k (DOE) plus annual discretionary bonus

Hybrid Work Environment

Are you eager to accelerate your career in the investment industry with a role that offers unparalleled exposure and growth? Our Midtown-based client, a Registered Investment Advisory frontrunner with over $20B in (AUM), is undergoing an exciting phase of growth and advancement. Join them as a Portfolio Associate in this high-visibility role to support a dynamic team of Portfolio Managers in a privately held, growth-oriented investment firm.

Why Join Them?

Diverse Learning Curve: Work across various functions and teams, giving you a holistic understanding of their business.

Key Responsibilities

Serve as the primary contact to provide clients with expert advice on account-related matters, ensuring high-touch service and issue resolution.
Prepare client materials for account review meetings
Collaborate with the team on investment decisions
Execute trading requests with precision and attention to detail
Ensure accuracy in billing and account maintenance
Utilize technology to streamline processes and enhance team performance
Demonstrate ownership and initiative in daily tasks and projects

What They Need From You

Bachelor’s degree in Business, Finance, or Economics.
1-4 years of financial services industry experience
Active Series 7 & 66 (or 63 & 65) license required ; non-negotiable
Proven ability to build strong relationships with clients and colleagues
Proficiency in technology, including PMS, CRM, and Microsoft Excel
Solid administrative capabilities and a flexible and adaptive mindset
Initiative-taking communication and critical thinking skills
Efficient performance under pressure in a fast-paced environment
Strong organizational skills and attention to detail
Intellectual curiosity and an initiative-taking mindset

Why You’ll Thrive Here

Competitive Compensation: Enjoy a base salary ranging from $90k-$100k (DOE) plus annual discretionary bonus
Work-Life Harmony: Enjoy a flexible, hybrid work environment and exceptional benefits to maintain a healthy work-life balance.
Dynamic Environment: Work closely with Portfolio Managers and Research Analysts to stay abreast of investment strategy and market trends.
Career Progression: Leverage this high-visibility role to rapidly advance within the firm, owing to their internal promotions and professional development culture.
Collaborative Teams: Experience seamless integration with multiple departments, including Trading, Client Service, Operations, and Compliance, ensuring you are part of strategic decisions.

Are you ready to make your mark in the investment world? Please APPLY NOW to be part of their high-caliber team!

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Portfolio Associate