Portfolio Strategy Associate | Remote/Hybrid, UHNW Focus

NewEdge Capital Group LLC; Coral Gables (FL); Hybrid; USD 62,000 - 76,000; Full time

Job summary

NewEdge Capital Group is seeking a candidate to support the investment team with portfolio construction and manager research. You will build customized portfolios for clients with NewEdge Wealth advisors and conduct due diligence on external managers to support distribution on our platform.

The role involves presenting to UHNW clients, institutions, and financial advisors, performing market research, and collaborating with the CIO and investment team.

Qualifications

• Bachelor’s degree in Finance or related field.
• 18 months of experience in a financial advisory or financial representative role.
• Experience applying capital markets concepts to investment decisions and portfolio construction.

Responsibilities

• Utilize capital markets knowledge to guide investment decisions and build customized portfolios for clients and prospects.
• Perform asset allocation and portfolio construction analyses as well as transition analyses for client portfolios.
• Conduct market research and prepare quarterly analyses of the product platform with tear sheets and implementation guides.
• Manage due diligence, sourcing, and monitoring of third-party equity and fixed income managers.

Skills

Capital markets knowledge

Asset allocation

Portfolio construction

Due diligence

Education

Bachelor’s degree in Finance

Job description

NewEdge Capital Group is seeking a candidate to support the investment team with portfolio construction and manager research. You will build customized portfolios for clients with NewEdge Wealth advisors and conduct due diligence on external managers to support distribution on our platform.

The role involves presenting to UHNW clients, institutions, and financial advisors, performing market research, and collaborating with the CIO and investment team.