Associate Portfolio Manager

Leeds Professional Resources; Miami (FL); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Leeds Professional Resources in Miami seeks an Associate Portfolio Manager to support ultra-high-net-worth clients. Working alongside a senior PM, you will move beyond execution into client-facing, investment-oriented work, gaining exposure to portfolio strategy and day-to-day decision-making.

You will participate in calls, prepare updates, refine materials, monitor risk and liquidity, and contribute to process improvements. Fluency in English and Spanish is required.

Qualifikationen

• 3–6 years of wealth management/portfolio analysis experience.
• Strong portfolio construction and asset allocation knowledge.
• Experience in client-facing meetings.
• Clear written and verbal investment communication.
• Strong analytical skills with Excel and reporting tools.
• Attention to detail with multi-priority management.
• Thrives in a fast-paced, high-touch client environment.
• Fluent in English and Spanish (required).

Aufgaben

• Participate in client calls and meetings, preparing portfolio updates and investment discussions.
• Build and refine client materials, including performance reports and portfolio summaries.
• Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs.
• Analyze performance and provide insights to support investment decisions.
• Conduct research on investment managers, funds, and market opportunities.
• Partner with internal teams to ensure trades, reporting, and client requests are executed accurately.
• Review work produced by junior team members and help guide priorities.
• Contribute to process improvements and internal initiatives.

Kenntnisse

Wealth management

Portfolio analysis

Client communication

Analytical skills

Bilingual English/Spanish

Tools

Excel

Portfolio reporting tools

Jobbeschreibung

A growing investment management team is adding Associate Portfolio Managers to support and grow relationships with ultra-high-net-worth clients.

This role works directly alongside a senior Portfolio Manager and is designed for someone ready to step beyond execution-heavy work into a more client-facing, investment-oriented position. You'll gain exposure to portfolio strategy, client discussions, and the day-to-day decision-making that drives portfolio performance.

Responsibilities

• Participate in client calls and meetings, helping prepare and walk through portfolio updates and investment discussions
• Build and refine client materials, including performance reports and portfolio summaries
• Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs
• Analyze performance and provide insights to support investment decisions
• Conduct research on investment managers, funds, and market opportunities
• Partner with internal teams to ensure trades, reporting, and client requests are executed accurately
• Review work produced by junior team members and help guide priorities
• Contribute to process improvements and internal initiatives

Qualifications

• 3-6 years of experience in wealth management, portfolio analysis, or investment-related roles
• Strong understanding of portfolio construction, asset allocation, and market dynamics
• Experience preparing for or participating in client-facing meetings
• Ability to clearly communicate investment concepts (written and verbal)
• Strong analytical skills, including Excel and portfolio reporting tools
• High attention to detail with the ability to manage multiple priorities
• Comfortable working in a fast-paced, high-touch client environment
• Fluent in Spanish and English (required)