Registered Portfolio Associate — High-Net-Worth, Hybrid

AscendHire; New York (NY); Hybrid; USD 115,000 - 130,000; Full time

Job summary

AscendHire is seeking an experienced Registered Portfolio Associate for a NYC-based investment management team overseeing more than $2B in assets for high-net-worth clients. You’ll work closely with a Partner, two Portfolio Associates, and a Wealth Planner, gaining exposure to client relationships, portfolio management, and trading.

Join a collaborative, high-touch environment with a hybrid NYC office. You’ll transform client service, prepare materials, and contribute to investment discussions,

Qualifications

• BA/BS in Finance, Economics, Business, or related discipline.
• 3+ years in financial services, wealth or investment management.
• Active Series 7 and Series 66 required (or Series 7, 63 & 65).
• Proven ability to build strong client relationships.
• Strong Excel and tech skills.
• Excellent organization and attention to detail.
• Salary: $115K–$130K base; discretionary annual bonus.

Responsibilities

• Serve as a key point of contact for high-net-worth clients.
• Develop strong client relationships with personalized service.
• Prepare portfolio materials and client review presentations.
• Collaborate on investment and portfolio decisions.
• Execute client trading requests accurately.
• Manage account maintenance, billing, and related activities.
• Leverage technology to improve workflows and client experience.
• Take ownership and identify opportunities to improve team effectiveness.

Skills

Strong client relationships

Portfolio management exposure

Trading experience

Attention to detail

Multi-tasking

Education

BA/BS in Finance, Economics, Business, or related discipline

Tools

Series 7

Series 66

Microsoft Excel

Job description

AscendHire is seeking an experienced Registered Portfolio Associate for a NYC-based investment management team overseeing more than $2B in assets for high-net-worth clients. You’ll work closely with a Partner, two Portfolio Associates, and a Wealth Planner, gaining exposure to client relationships, portfolio management, and trading.

Join a collaborative, high-touch environment with a hybrid NYC office. You’ll transform client service, prepare materials, and contribute to investment discussions,