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!
