Associate Portfolio Manager - Wealth Management

Ascendo Resources; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Miami is seeking an Associate Portfolio Manager to provide comprehensive support to Portfolio Managers. Responsibilities include assisting in investment planning, monitoring trades, and handling communications. The successful candidate will have over 5 years of experience in a financial services environment and a Bachelor's degree in a related field. Proficiency in MS Office and strong knowledge of investment planning are essential. Competitive salary between $70,000 and $90,000 is offered.

Qualifications

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

Responsibilities

• Support Portfolio Managers in administrative tasks.
• Assist in preparing investment plans for client portfolios.
• Monitor trade executions and ongoing trade pipeline.
• Handle internal and external communications.

Skills

Client services

Investment planning

Financial analysis

MS Office proficiency

Education

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

Job description

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities:

Responsibilities

• Support PM's in all administrative tasks to provide white-glove service to clients
• Assist in preparing investments 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 communicationsSupport with client services, research and operations maximizing leverage to PM's time management

Requirements

• 5+ 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

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Location: Miami, FL | Salary: $70,000.00-$90,000.00 | Posted 3 weeks ago