Senior Portfolio Management Associate

Jobtailor; Columbia (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Columbia, SC is seeking a Portfolio Management professional to assist with integrated investment advice and portfolio management services for high-net-worth clients.

The role involves coordinating service delivery, engaging clients, supporting asset allocation, trade execution, risk and compliance, and ongoing reviews to ensure quality investment outcomes.

Qualifications

• Minimum of 4 years experience at a financial institution focusing on high-net-worth client service and sales.
• Investment administration experience desired.
• BS/BA degree in Business, Finance, Economics or Law.
• High School Diploma or GED or equivalent.
• Ability to work first shift.
• 40 hours per week.

Responsibilities

• Assist the Portfolio Management team in providing integrated investment advice and portfolio management services.
• Coordinate internal delivery of investment services through appropriate channels.
• Seek new business opportunities from existing books of business.
• Assist other service associates as needed.
• Serve as an additional point of contact for clients and/or backup for client-facing Portfolio Managers.
• Support asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews.
• Engage clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Perform market analysis, gather insights, and recommend strategies supporting client investment goals.
• Support portfolio composition analysis, asset allocation monitoring, and investment policy statement quality and completeness.
• Manage and/or execute client investment transactions.
• Coordinate with client teams and partners to deliver integrated client service and resolve issues effectively and timely.

Skills

Portfolio Management

Investment Advice

Market Analysis

Asset Allocation

Trade Execution

Risk Management

Investment Reviews

Security Selection

Client Transaction Management

Investment Policy Statement Analysis

Education

Business/Finance/Economics/Law degree

High School Diploma or GED

Job description

• Assist the Portfolio Management team in providing integrated investment advice and portfolio management services
• Coordinate internal delivery of investment services through appropriate channels
• Seek new business opportunities from existing books of business
• Assist other service associates as needed
• Serve as an additional point of contact for clients and/or backup for client-facing Portfolio Managers
• Support asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews
• Engage clients to review investment performance and anticipated market changes based on economic and industry analysis
• Perform market analysis, gather insights, and recommend strategies supporting client investment goals
• Support portfolio composition analysis, asset allocation monitoring, and investment policy statement quality and completeness
• Manage and/or execute client investment transactions
• Coordinate with client teams and partners to deliver integrated client service and resolve issues effectively and timely

Requirements

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• Investment administration experience desired
• BS/BA degree in Business, Finance, Economics or Law desired
• High School Diploma / GED / Secondary School or equivalent
• Ability to work first shift
• 40 hours per week

Core Competencies

Demonstrates expertise in investment advice, portfolio management, and client service for high net worth individuals. Proficient in market analysis, asset allocation, and compliance to support client investment goals.

Highest-signal resume keywords

• Investment Administration Experience
• Client Service for High Net Worth Individuals
• Market Analysis and Strategy Recommendation
• Portfolio Management and Asset Allocation
• Risk Management and Compliance

Hard Skills

• Portfolio Management
• Investment Advice
• Market Analysis
• Asset Allocation
• Trade Execution
• Risk Management
• Investment Reviews
• Security Selection
• Client Transaction Management
• Investment Policy Statement Analysis

Soft Skills

• Client Engagement
• Effective Communication
• Problem Solving
• Team Coordination
• Relationship Management

Industry Keywords

• High Net Worth Client Service
• Financial Institution
• Investment Services
• Economic Analysis
• Compliance Standards