Private Wealth Portfolio Advisor

JCW Group; New York (NY); Sur place; USD 120 000 - 160 000; Plein temps

Résumé du poste

JCW Group is seeking a Portfolio Advisor in Westchester County to work closely with the CIO and help drive portfolio construction and asset allocation decisions.

The role involves performing rigorous fund research and supporting trade execution and day-to-day portfolio administration within a small, impactful team.

Qualifications

• CFA charterholder and FINRA Series 7/66 licensed.
• 4+ years of portfolio/advisory experience.
• Experience with FACTSET, Bloomberg, Tamarac, Morningstar Direct, Salesforce, and E‑Money is desirable.

Responsabilités

• Assist in the formal recommendation process for asset allocation and portfolio construction.
• Perform qualitative as well as quantitative research of mutual funds, ETFs and separate account managers.
• Support trade execution, reconciliation, and day-to-day portfolio administration.

Connaissances

CFA certification

FINRA Series 7/66

Portfolio experience

Research skills

Formation

CFA charterholder

Outils

FACTSET

Bloomberg

Tamarac

Morningstar Direct

Salesforce

E-Money

Description du poste

A leading wealth management firm in Westchester County is looking to hire a Portfolio Advisor. This position will work closely with the CIO and will be an impactful role on a small team.

Day to day you will:

• Assist in the formal recommendation process for asset allocation and portfolio construction.
• Perform qualitative as well as quantitative research of mutual funds, ETF’s and separate account managers.
• Support trade execution, reconciliation, and day-to-day portfolio administration.

You should apply if you:

• Are CFA certified and FINRA Series 7/66 licensed
• Have 4+ years of experience in a similar role.
• Experience with systems such as FACTSET, Bloomberg, Tamarac, Morningstar Direct, Salesforce, and E-Money is desired, but not required.