Portfolio Management Associate: Private Wealth Growth

Glenmede; New York (NY); Hybride; USD 78 000 - 94 000; Plein temps

Résumé du poste

Glenmede is seeking a Management Associate to support Relationship Managers, Portfolio Managers and investment specialists in daily portfolio management and client service. This hybrid role involves office work in New York, NY three days a week, with opportunities for growth in wealth and investment management.

The position emphasizes collaboration, learning across wealth planning disciplines and proactive client support, with a focus on accuracy, privacy and efficiency in daily tasks and

Qualifications

• Bachelor’s degree.

Responsabilités

• Support Portfolio Managers in client portfolios, asset allocation, construction and strategy-specific investments.
• Assist in client meetings and prepare materials for presentation.
• Coordinate with other departments to meet deadlines and ensure compliance with policies.
• Attend client meetings and conference calls as required.
• Maintain client information in the CRM system and uphold firm practices.

Connaissances

Team orientation

Self-starter

Communication skills

Attention to detail

Organizational skills

Problem solving

Multi-tasking

Discretion and confidentiality

Formation

Bachelor’s degree

Outils

Microsoft Office

CRM software

Description du poste

Glenmede is seeking a Management Associate to support Relationship Managers, Portfolio Managers and investment specialists in daily portfolio management and client service. This hybrid role involves office work in New York, NY three days a week, with opportunities for growth in wealth and investment management.

The position emphasizes collaboration, learning across wealth planning disciplines and proactive client support, with a focus on accuracy, privacy and efficiency in daily tasks and