Wealth Advisory & Research Associate

ECG Resources; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

ECG Resources is searching for a Portfolio Manager – Research & Advisory in New York. This role involves working closely with senior financial advisors to manage accounts of high-net-worth clients. You'll develop investment policies and support cash flow and tax planning, with extensive opportunities for career development.

The ideal candidate has 2–4 years of experience in asset management, strong analytical skills, and proficiency in tools like Bloomberg and eVestment. A focus on client service excellence is essential.

Qualifications

• Minimum 2–4 years of experience in a related asset management or wealth management role.
• Strong qualitative and quantitative analytical skills to interpret statistics.
• Excellent written and verbal communication skills.

Responsibilities

• Advise and serve high-net-worth client families with account administration.
• Collaborate on investment policies and manage client portfolios.
• Ensure high client satisfaction through excellent service.

Skills

Client service excellence

Analytical skills

Communication skills

Knowledge of investment principles

Proficiency in Microsoft Office Suite

Knowledge of hedge fund industry

Education

Undergraduate degree in Economics, Finance, or related field

Graduate degree or CFA designation

Tools

Bloomberg

eVestment

Job description

ECG Resources is searching for a Portfolio Manager – Research & Advisory in New York. This role involves working closely with senior financial advisors to manage accounts of high-net-worth clients. You'll develop investment policies and support cash flow and tax planning, with extensive opportunities for career development.

The ideal candidate has 2–4 years of experience in asset management, strong analytical skills, and proficiency in tools like Bloomberg and eVestment. A focus on client service excellence is essential.