Investment Strategy & Portfolio Management Associate

NBMBAA; Beverly Hills (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

RBC Rochdale, LLC is seeking a Portfolio Manager Associate to support senior portfolio managers in developing and implementing investment strategies for clients. You will contribute to asset allocation, client communications, and research-based recommendations.

In this role, you will manage client portfolios, respond to inquiries, and assist with trade execution while aligning with firm objectives and client goals. Strong analytical and collaboration skills are essential.

Qualifications

• Bachelor's degree required.
• Minimum 4 years of experience in Investment Management.
• FINRA Series 65, or the ability to obtain.
• MBA and/or CFA, received or underway, preferred

Responsibilities

• Partner with portfolio managers to recommend initial strategic asset allocation for new clients.
• Respond to client inquiries with portfolio characteristics, economic updates, and investment theses.
• Manage the book of business including client portfolios and actions across clients.
• Execute trades to implement asset allocations, considering tax and account restrictions.
• Monitor portfolios for deviations and provide investment recommendations.
• Prepare client portfolio reviews and risk/return presentations.
• Support team development, training, and delegation of tasks.
• Collaborate with technology and operations to improve processes.
• Complete special projects as requested.

Skills

Investment management

Portfolio management

Client-facing

Analytical skills

Macroeconomics

Team leadership

Training others

Education

Bachelor's Degree

MBA or CFA preferred

Job description

RBC Rochdale, LLC is seeking a Portfolio Manager Associate to support senior portfolio managers in developing and implementing investment strategies for clients. You will contribute to asset allocation, client communications, and research-based recommendations.

In this role, you will manage client portfolios, respond to inquiries, and assist with trade execution while aligning with firm objectives and client goals. Strong analytical and collaboration skills are essential.