Wealth Management Associate Portfolio Manger

United Community; Orlando (FL); On-site; USD 68,000 - 113,000; Full time

Job summary

United Community in Orlando, FL seeks a Wealth Management Associate Portfolio Manager to help construct and manage discretionary portfolios for high-net-worth individuals and institutional clients under the guidance of the Director, Portfolio Management.

You will assist with portfolio design, rebalancing, performance reporting, client presentations, and investment research, collaborating with Private Bankers and Trust Officers to deliver a high-quality wealth management experience.

Qualifications

• Foundational knowledge of investment strategies and asset allocation.
• Understanding of performance measurement concepts and reporting.
• Strong written and verbal communication skills.
• Ability to collaborate with internal partners and clients.

Responsibilities

• Assist in design, construction, and maintenance of client portfolios aligned with objectives and risk tolerances.
• Support portfolio rebalancing, trade execution, and cash management under direction.
• Prepare investment reviews, performance reports, and client presentation materials.
• Monitor portfolio performance and market conditions; elevate observations to the Director.
• Participate in client meetings and relationship review sessions as a supporting team member.
• Collaborate with Private Bankers, Trust Officers, and other internal teams in a support and sales capacity.
• Ensure adherence to regulatory requirements and investment guidelines.
• Conduct market, economic, and investment research to support portfolio decisions; maintain client records.
• Engage in ongoing professional development and industry visibility activities.

Skills

Investment strategies

Performance measurement

Analytical skills

Client relationships

Education

Undergraduate degree in business/finance/economics

Designations (CFA/CIMA/CFP or MBA) preferred

2–4 years investment management experience

Job description

The Wealth Management Associate Portfolio Manager supports the construction and ongoing management of discretionary investment portfolios for high-net-worth individuals and institutional clients. This role works under the guidance of Director, Portfolio Management and contributes to portfolio implementation, monitoring, client reporting, and investment analysis. The position partners closely with Private Bankers, Trust Officers, and senior investment team members to support client relationship activities and deliver a high-quality wealth management experience.

Overview

The Wealth Management Associate Portfolio Manager supports the construction and ongoing management of discretionary investment portfolios for high-net-worth individuals and institutional clients. This role works under the guidance of Director, Portfolio Management and contributes to portfolio implementation, monitoring, client reporting, and investment analysis. The position partners closely with Private Bankers, Trust Officers, and senior investment team members to support client relationship activities and deliver a high-quality wealth management experience.

What You’ll Do

• Assist in the design, construction, and maintenance of client investment portfolios in alignment with stated objectives and risk tolerances.
• Support portfolio rebalancing, trade execution, and cash management activities under Director, Portfolio Management direction.
• Prepare investment reviews, performance reports, and client presentation materials.
• Monitor portfolio performance and market conditions; elevate observations and recommendations to Director, Portfolio Management
• Participate in client meetings and relationship review sessions as a supporting team member.
• Collaborate with Private Bankers, Trust Officers, and other internal in a support and sales capacity.
• Ensure adherence to regulatory requirements, internal policies, and investment guidelines.
• Conduct market, economic, and investment research to support portfolio decisions. Maintain accurate documentation and client records in accordance with company standards.
• Participate in ongoing professional development and in with purpose of visibility in the community and prospects.
• Compliance Training : Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Requirements For Success

Education

• Undergraduate degree in business, finance, economics, or a related field, or equivalent experience.
• Progress toward professional designations such as CFA, CIMA, CFP, or MBA preferred

Experience

• Two to four years of investment management, investment advisory, trust, or related financial services experience

Required Skills

• Foundational knowledge of investment strategies, asset allocation, and portfolio construction.
• Working knowledge of performance measurement concepts and investment reporting.
• Strong analytical, quantitative, verbal, and written communication skills.
• Ability to build effective working relationships with internal partners and clients.

Preferred Skills

• Familiarity with systems used to evaluate investment performance.

Conditions of Employment

• Must be able to pass a criminal background and credit check

FLSA

Exempt

Supervisory Responsibility

N/A

Working Environment and Physical Demands

This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, copy machines, and printers.

Physical requirements

sedentary, climbing, standing, stooping, or typing

Position requires schedule flexibility to work evenings and weekends as needed.

This position requires up to 30% travel.

Position Type

This is a full-time position.

Other

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range

USD $68,287.00 - USD $113,209.00 /Yr.