Wealth Management: Associate Portfolio Manager

Ascendo Resources; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Miami is seeking an Associate Portfolio Manager to provide comprehensive support to Portfolio Managers. Responsibilities include assisting in investment planning, monitoring trades, and handling communications. The successful candidate will have over 5 years of experience in a financial services environment and a Bachelor's degree in a related field. Proficiency in MS Office and strong knowledge of investment planning are essential. Competitive salary between $70,000 and $90,000 is offered.

Qualifications

• 5+ years of experience in financial services in a similar role.
• Strong knowledge of investment and financial planning.
• Proficient with MS Office.

Responsibilities

• Support Portfolio Managers in administrative tasks.
• Assist in preparing investment plans for client portfolios.
• Monitor trade executions and ongoing trade pipeline.
• Handle internal and external communications.

Skills

Client services

Investment planning

Financial analysis

MS Office proficiency

Education

Bachelor's degree in Business, Finance, Accounting or related field

Job description

A financial services firm in Miami is seeking an Associate Portfolio Manager to provide comprehensive support to Portfolio Managers. Responsibilities include assisting in investment planning, monitoring trades, and handling communications. The successful candidate will have over 5 years of experience in a financial services environment and a Bachelor's degree in a related field. Proficiency in MS Office and strong knowledge of investment planning are essential. Competitive salary between $70,000 and $90,000 is offered.