Associate Portfolio Manager - Wealth Management

Ascendo Resources; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm in Miami seeks an Associate Portfolio Manager to assist Portfolio Managers with investment plans and client services. The ideal candidate will have over 5 years of experience in financial services along with a related Bachelor's degree. Responsibilities include monitoring trade executions, supporting communications, and maximizing PM time management. Benefits include medical and vision insurance, a 401(k), and family leave. This full-time position is suited for those with strong financial planning knowledge.

Qualifications

• 5+ years experience in financial services working in a similar type of environment.
• Strong knowledge of investment and financial planning.
• Proficient with MS Office.
• Strong knowledge of investment and financial planning.

Responsibilities

• Support PM's in all administrative tasks to provide white-glove service to clients.
• Assist in preparing investment plans for individual client portfolios based on client financials.
• Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline.
• Support the PM with internal and external communications.
• Support client services, research and operations maximizing leverage to PM's time management.

Skills

Financial services experience

MS Office proficiency

Investment and financial planning knowledge

Financial planning

Education

Bachelor's degree in Business, Finance, Accounting or related field

Tools

MS Office

Job description

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes.

Responsibilities:

• Support PM's in all administrative tasks to provide white-glove service to clients
• Assist in preparing investment plans for individual client portfolios based on client financials
• Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
• Support the PM with internal and external communications
• Support client services, research and operations maximizing leverage to PM's time management

Requirements:

• 5+ years experience in financial services working in a similar type of environment (private banking, client services, investment adviser or related role)
• Bachelor's degree in Business, Finance, Accounting or related field
• Proficient with MS Office
• Strong knowledge of investment and financial planning

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Customer Service and Finance

Industries

• Investment Banking, Investment Management, and Financial Services

Benefits:

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave

Location: Miami, FL