Client-Facing Portfolio Associate, Family Office

MAVERIQ Capital Group LLC; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Annual discretionary bonus

LTIP/equity participation

Job summary

Maveriq Capital Group LLC is seeking an Associate for its Portfolio Management team in San Francisco. The role spans investment support, family office execution, and relationship management, requiring financial sophistication and strong interpersonal skills.

You will partner with families and trusted advisors to coordinate investment activity, optimize cash management, and support comprehensive wealth planning across multi-generational needs.

Qualifications

• Requires a Bachelor’s degree and 4–8 years in portfolio management or related wealth management fields.
• Proven ability to manage client relationships for high-net-worth families with discretion and integrity.
• Strong understanding of investment accounts, portfolio reviews, and cash management.

Responsibilities

• Serve as primary day-to-day contact for clients, family members, and trusted advisors.
• Support portfolio management activities including investment implementation, monitoring, rebalancing, and liquidity management.
• Coordinate with custodians and professionals to ensure timely execution and documentation.
• Assist with investment proposals, asset allocation analysis, and client investment materials.

Skills

Portfolio management

Client relationship management

Financial analysis

Attention to detail

Communication skills

Problem solving

Discretion & confidentiality

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Custodial platforms

Job description

Maveriq Capital Group LLC is seeking an Associate for its Portfolio Management team in San Francisco. The role spans investment support, family office execution, and relationship management, requiring financial sophistication and strong interpersonal skills.

You will partner with families and trusted advisors to coordinate investment activity, optimize cash management, and support comprehensive wealth planning across multi-generational needs.