Portfolio Strategy Associate — Trading & Proposal Power

NewEdge Family Office; New York (NY); Vor Ort; USD 85.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

Parental leave

401(k) match

Zusammenfassung

NewEdge Family Office in New York seeks an Associate to support the Principal, Portfolio Strategy, who guides the team’s investment strategy, sets asset allocation targets for equity and fixed income models, and oversees day-to-day trading for roughly 70 families.

Duties include building investment proposals with PowerPoint, executing rebalances, forecasting liquidity, and collaborating with Relationship Managers to translate risk tolerance into portfolio constraints; you will also assist due

Qualifikationen

• Five years in private wealth, family office, or institutional portfolio management.
• Genuine interest in investing and markets.
• Working knowledge of rebalancing, tax-aware trading, and cash management.
• Attention to detail, comfort with high volume, strong ownership and clear communication.
• Bachelor’s degree in finance, economics, or related field.

Aufgaben

• Build investment proposals and client-facing materials; you will be accountable for numbers in final decks.
• Trade and rebalance portfolios to model targets with tax-aware lot selection.
• Forecast liquidity for calls, distributions, taxes, and spending; ensure cash availability for near-term needs.
• Collaborate with Relationship Managers to translate family risk tolerance into usable constraints.
• Support the Principal’s research and diligence on private funds and illiquid investments.
• Handle complex structures across trusts, LLCs, and multi-EIN entities.

Kenntnisse

Portfolio management

Attention to detail

Clear communication

Ownership

Ausbildung

Bachelor’s degree in finance or economics

Tools

Addepar

Jobbeschreibung

NewEdge Family Office in New York seeks an Associate to support the Principal, Portfolio Strategy, who guides the team’s investment strategy, sets asset allocation targets for equity and fixed income models, and oversees day-to-day trading for roughly 70 families.

Duties include building investment proposals with PowerPoint, executing rebalances, forecasting liquidity, and collaborating with Relationship Managers to translate risk tolerance into portfolio constraints; you will also assist due