Remote Associate Portfolio Manager - UHNW Wealth & Reporting

Advisor Business Solutions, Inc.; Los Angeles (CA); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Remote position

Full-time

Paid Time Off

Health Insurance

401k Plan

Job summary

Advisor Business Solutions, Inc. is seeking an Associate Portfolio Manager in a remote Los Angeles area role. You will support the lead Wealth Advisor and Portfolio Manager with portfolio management, client reporting, and trade processes for UHNW clients.

Strong communication and problem solving are essential in a fast-paced team environment. The position involves maintaining accounting, performing research, and generating client performance reports while collaborating to optimize workflows and

Qualifications

• Bachelor’s Degree from an accredited college or university.
• Series 65 License is required.
• CFA preferred but not required.
• DFA experience preferred.

Responsibilities

• Maintain portfolio accounting and trading systems across the firm.
• Research holdings and prepare reports on managed assets.
• Communicate market events and portfolio strategies to clients and team.
• Handle daily cash management and reconcile systems with custodial records.
• Create and verify client performance reports.
• Collaborate with Wealth Advisor and Portfolio Manager to ensure investment process integrity.

Skills

Portfolio management

Client reporting

Trade processes

UHNW experience

Communication

Problem solving

Excel

CRM

Microsoft Office

Education

Bachelor’s Degree

Series 65 License

CFA preferred

DFA experience preferred

Tools

Schwab custodial platform

Orion

Wealthbox

Excel

Google docs

CRM

Job description

Advisor Business Solutions, Inc. is seeking an Associate Portfolio Manager in a remote Los Angeles area role. You will support the lead Wealth Advisor and Portfolio Manager with portfolio management, client reporting, and trade processes for UHNW clients.

Strong communication and problem solving are essential in a fast-paced team environment. The position involves maintaining accounting, performing research, and generating client performance reports while collaborating to optimize workflows and