Portfolio Associate: Client Services & Trading Support

First Manhattan Co.; New York (NY); On-site; USD 85,000 - 105,000; Full time

Job summary

A financial services firm in New York is seeking a Portfolio Associate to join their growing team. The ideal candidate will have 1-2 years of experience and be required to obtain Series 7 and 63 licenses within three months of hire. Responsibilities include client interactions, preparing reports, and assisting in trading. Compensation is competitive, with a salary range of $85,000 - $105,000 and a discretionary year-end bonus.

Qualifications

• 1-2 years of relevant Portfolio Associate experience.
• Series 7 and 63 licenses within 3 months of hire.
• Strong client skills and attention to detail.

Responsibilities

• Conduct phone and in-person client interactions.
• Open new client accounts and prepare investment reports.
• Assist in trading and foster client relationships.

Skills

Client interaction skills

Problem-solving

Organizational skills

Detail-oriented

Software learning ability

Tools

MS Word

MS Excel

Job description

A financial services firm in New York is seeking a Portfolio Associate to join their growing team. The ideal candidate will have 1-2 years of experience and be required to obtain Series 7 and 63 licenses within three months of hire. Responsibilities include client interactions, preparing reports, and assisting in trading. Compensation is competitive, with a salary range of $85,000 - $105,000 and a discretionary year-end bonus.