Investment Analyst & Portfolio Ops Lead

PCM Encore

New York (NY)

Hybrid

USD 130,000 - 210,000

Full time

2 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

PCM Encore is seeking an experienced Investment Analyst & Portfolio Operations Specialist to support our investment management and wealth advisory team. This hybrid role blends research, portfolio management, and client support for high-net-worth clients.

The ideal candidate will maintain investment models, oversee allocations and rebalancing, and contribute to investment communications. You’ll work with Morgan Stanley platforms and leverage equity ownership opportunities within a rapidly

Qualifications

Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
3–7+ years in investment management, wealth management, family office, or institutional environments.
Proficient in Excel and investment reporting tools; Series 7/63, or 65/66; CFA/CIMA/CAIA/CFP/IACCP preferred.

Responsibilities

Maintain investment models across asset classes including equities, fixed income, and alternatives.
Oversee portfolio allocation, rebalancing, and performance reporting.
Support client communications and investment committee discussions.
Collaborate with custodians and advisory teams to resolve investment issues.
Develop investment presentations and client-facing materials.