Wealth Management: Associate Portfolio Manager & Client Services

Ascendo Resources; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm in Miami seeks an Associate Portfolio Manager to assist Portfolio Managers with investment plans and client services. The ideal candidate will have over 5 years of experience in financial services along with a related Bachelor's degree. Responsibilities include monitoring trade executions, supporting communications, and maximizing PM time management. Benefits include medical and vision insurance, a 401(k), and family leave. This full-time position is suited for those with strong financial planning knowledge.

Qualifications

• 5+ years experience in financial services working in a similar type of environment.
• Strong knowledge of investment and financial planning.

Responsibilities

• Support PM's in all administrative tasks to provide white-glove service to clients.
• Assist in preparing investment plans for individual client portfolios based on client financials.
• Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline.
• Support the PM with internal and external communications.
• Support client services, research and operations maximizing leverage to PM's time management.

Skills

Financial services experience

MS Office proficiency

Investment and financial planning knowledge

Education

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

Job description

A financial services firm in Miami seeks an Associate Portfolio Manager to assist Portfolio Managers with investment plans and client services. The ideal candidate will have over 5 years of experience in financial services along with a related Bachelor's degree. Responsibilities include monitoring trade executions, supporting communications, and maximizing PM time management. Benefits include medical and vision insurance, a 401(k), and family leave. This full-time position is suited for those with strong financial planning knowledge.