Portfolio Management Associate — Advisor Transition & Strategy

Advyzon; Lisle (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Advyzon Investment Management (AIM) seeks an Associate Client Portfolio Manager to help advisory firms migrate client accounts onto the AIM TAMP and achieve operational efficiency. You will be a key liaison, translating AIM’s investment approach to financial advisors and stakeholders.

You will gain proficiency with Advyzon tools, third-party strategies, and investment knowledge while supporting the client transition and ongoing investment experience on the platform.

Qualifications

• Bachelor’s degree required.
• 3+ years of investment experience.
• CFA or CFP progress preferred.
• Experience communicating with financial advisors.

Responsibilities

• Swiftly gain proficiency in Advyzon tools and investment platforms.
• Communicate AIM’s investment approach to advisors and stakeholders.
• Assist in mapping accounts and proposing target asset allocations.
• Contribute to knowledge base on third party strategists and strategies.
• Collaborate with investment, operations and development teams.

Skills

Communication skills

Analytical skills

Relationship-building

Time management

Team player

Entrepreneurial mindset

Education

Bachelor’s degree

CFA/CFP progress towards

Tools

Excel

PowerPoint

Job description

Advyzon Investment Management (AIM) seeks an Associate Client Portfolio Manager to help advisory firms migrate client accounts onto the AIM TAMP and achieve operational efficiency. You will be a key liaison, translating AIM’s investment approach to financial advisors and stakeholders.

You will gain proficiency with Advyzon tools, third-party strategies, and investment knowledge while supporting the client transition and ongoing investment experience on the platform.