Portfolio Management - Investment Associate

Blueprint Recruiting LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Blueprint Recruiting LLC in New York is seeking an Associate to provide exposure to complex client portfolios, investment decision-making, and high-touch advisory relationships. The role involves hands-on involvement across asset allocation, performance evaluation, liquidity planning, and client meeting preparation to deepen technical fluency and investment judgment.

Responsibilities include synthesizing information across trusts and entities, developing presentation materials for meetings,

Qualifications

• 4+ years of professional experience in investment management or similar analytically rigorous roles.
• CFA designation or meaningful progress toward CFA strongly preferred.
• Strong ability to synthesize quantitative and qualitative information.

Responsibilities

• Analyze and synthesize information across complex portfolios to identify key trends and considerations.
• Develop customized client materials and narratives around portfolio performance, asset allocation, liquidity, and strategic factors.
• Coordinate client workflows and deliverables with internal teams to ensure accuracy and timely execution.
• Contribute to client discussions and present analysis and perspectives as experience develops.
• Assist with wealth transfer, philanthropic, and tax strategies by gathering information and coordinating with external advisors.
• Maintain knowledge of asset allocation, performance, and liquidity to support decision-making.

Skills

Investment analysis

Client relationship management

Presentation skills

Education

CFA designation or progress toward CFA

Job description

This role provides meaningful exposure to complex client portfolios, investment decision-making processes, and high-touch advisory relationships. Through hands-on involvement across asset allocation, performance evaluation, liquidity planning, and client meeting preparation, the Associate will deepen technical fluency and investment judgment while developing the ability to synthesize complex financial and qualitative information into clear, decision-ready insights.

Maintain a strong working knowledge of asset allocation, performance, and liquidity, and oversee the accuracy, integrity, and documentation of information used in client decision-making

Analyze and synthesize quantitative and qualitative information across complex client portfolios, including multiple trusts, entities, and ownership structures, to identify key trends, considerations, and decision points

Develop customized presentation materials for client meetings, including crafting clear narratives and messaging around portfolio performance, asset allocation, liquidity, and other strategic considerations

Coordinate client workflows, deliverables, and bespoke or time-sensitive requests, partnering with internal teams across reporting, investments, and operations to ensure strong communication, follow through, and timely, accurate execution

Contribute to client discussions and meeting preparation, with opportunities to present analysis and perspectives as experience develops

Support the implementation of wealth transfer, philanthropic, and tax strategies by preparing information, gathering documentation, and coordinating with clients’ external advisors

Candidate Qualifications

4+ years of professional experience, ideally in investment management, investment banking, consulting, or another analytically rigorous financial role

CFA designation or meaningful progress toward the CFA strongly preferred