Investment Strategy & Portfolio Support Associate

City National Bank; Florida; On-site; USD 92,000 - 157,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) matching contributions

Tuition Reimbursement

Valued Time Away

Career Mobility support

Job summary

A leading financial services provider is seeking a Portfolio Manager Associate in New York. This role involves partnering with senior managers to implement asset allocation strategies, manage client relationships, and execute trades. Applicants should have a Master’s degree and a minimum of 4 years' experience in investment management. A strong communication and analytical skill set is essential, along with the ability to lead and mentor team members. The position offers a competitive salary and comprehensive benefits.

Qualifications

• Minimum 4 years of experience in Investment Management.
• FINRA Series 7 and 66 securities or ability to obtain.
• Well-versed on investment products and macro-economic environment.

Responsibilities

• Partner with portfolio managers to recommend asset allocations.
• Manage client communications and relationship-building efforts.
• Execute trades to implement asset allocations for client portfolios.

Skills

Communication Skills

Analytical Skills

Emotional Intelligence

Portfolio Management

Problem Solving

Education

Master’s Degree

Tools

Proprietary Trading System

Portfolio Accounting System

Job description

A leading financial services provider is seeking a Portfolio Manager Associate in New York. This role involves partnering with senior managers to implement asset allocation strategies, manage client relationships, and execute trades. Applicants should have a Master’s degree and a minimum of 4 years' experience in investment management. A strong communication and analytical skill set is essential, along with the ability to lead and mentor team members. The position offers a competitive salary and comprehensive benefits.