Investment Associate: Portfolio Insights & Client Advisory

Blueprint Recruiting LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Blueprint Recruiting LLC in New York is seeking an Associate to provide exposure to complex client portfolios, investment decision-making, and high-touch advisory relationships. The role involves hands-on involvement across asset allocation, performance evaluation, liquidity planning, and client meeting preparation to deepen technical fluency and investment judgment.

Responsibilities include synthesizing information across trusts and entities, developing presentation materials for meetings,

Qualifications

• 4+ years of professional experience in investment management or similar analytically rigorous roles.
• CFA designation or meaningful progress toward CFA strongly preferred.
• Strong ability to synthesize quantitative and qualitative information.

Responsibilities

• Analyze and synthesize information across complex portfolios to identify key trends and considerations.
• Develop customized client materials and narratives around portfolio performance, asset allocation, liquidity, and strategic factors.
• Coordinate client workflows and deliverables with internal teams to ensure accuracy and timely execution.
• Contribute to client discussions and present analysis and perspectives as experience develops.
• Assist with wealth transfer, philanthropic, and tax strategies by gathering information and coordinating with external advisors.
• Maintain knowledge of asset allocation, performance, and liquidity to support decision-making.

Skills

Investment analysis

Client relationship management

Presentation skills

Education

CFA designation or progress toward CFA

Job description

Blueprint Recruiting LLC in New York is seeking an Associate to provide exposure to complex client portfolios, investment decision-making, and high-touch advisory relationships. The role involves hands-on involvement across asset allocation, performance evaluation, liquidity planning, and client meeting preparation to deepen technical fluency and investment judgment.

Responsibilities include synthesizing information across trusts and entities, developing presentation materials for meetings,