Investment Associate: Portfolio Construction & Research

NewEdge Capital Group; Coral Gables (FL); Hybrid; USD 62,000 - 76,000; Full time

Job summary

NewEdge Capital Group in Coral Gables, FL seeks a role supporting the investment team across portfolio construction and manager research. You will build customized portfolios for clients and prospects in collaboration with NewEdge Wealth advisors.

Responsibilities include due diligence, sourcing, and monitoring third-party managers on equity and fixed income assets for distribution on our platform, plus engagement on market research and client presentations.

Qualifications

• Bachelor’s degree in Finance or related field.
• 18 months of experience in financial advisory or financial representative role.
• Experience with capital markets and portfolio construction.

Responsibilities

• Build customized portfolios for clients and prospects.
• Conduct asset allocation and portfolio construction analysis.
• Perform market research and analyze trends for client portfolios.
• Prepare quarterly analyses with tear sheets and implementation guides.
• Manage due diligence and monitoring of third-party managers.
• Present to ultra high net worth clients, institutions, and financial advisors.

Skills

Portfolio construction

Asset allocation

Due diligence

Client presentations

Education

Bachelor's degree in Finance

Job description

NewEdge Capital Group in Coral Gables, FL seeks a role supporting the investment team across portfolio construction and manager research. You will build customized portfolios for clients and prospects in collaboration with NewEdge Wealth advisors.

Responsibilities include due diligence, sourcing, and monitoring third-party managers on equity and fixed income assets for distribution on our platform, plus engagement on market research and client presentations.