UHNW Client Strategy Associate Portfolio Manager

Leeds Professional Resources; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Leeds Professional Resources in Miami seeks an Associate Portfolio Manager to support ultra-high-net-worth clients. Working alongside a senior PM, you will move beyond execution into client-facing, investment-oriented work, gaining exposure to portfolio strategy and day-to-day decision-making.

You will participate in calls, prepare updates, refine materials, monitor risk and liquidity, and contribute to process improvements. Fluency in English and Spanish is required.

Qualifications

• 3–6 years of wealth management/portfolio analysis experience.
• Strong portfolio construction and asset allocation knowledge.
• Experience in client-facing meetings.
• Clear written and verbal investment communication.
• Strong analytical skills with Excel and reporting tools.
• Attention to detail with multi-priority management.
• Thrives in a fast-paced, high-touch client environment.
• Fluent in English and Spanish (required).

Responsibilities

• Participate in client calls and meetings, preparing portfolio updates and investment discussions.
• Build and refine client materials, including performance reports and portfolio summaries.
• Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs.
• Analyze performance and provide insights to support investment decisions.
• Conduct research on investment managers, funds, and market opportunities.
• Partner with internal teams to ensure trades, reporting, and client requests are executed accurately.
• Review work produced by junior team members and help guide priorities.
• Contribute to process improvements and internal initiatives.

Skills

Wealth management

Portfolio analysis

Client communication

Analytical skills

Bilingual English/Spanish

Tools

Excel

Portfolio reporting tools

Job description

Leeds Professional Resources in Miami seeks an Associate Portfolio Manager to support ultra-high-net-worth clients. Working alongside a senior PM, you will move beyond execution into client-facing, investment-oriented work, gaining exposure to portfolio strategy and day-to-day decision-making.

You will participate in calls, prepare updates, refine materials, monitor risk and liquidity, and contribute to process improvements. Fluency in English and Spanish is required.