Wealth & Portfolio Client Associate

Pinnacle Group; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Pinnacle Group is seeking a Client Portfolio Associate based in NYC. This role involves supporting the client portfolio management team in providing tailored investment management and wealth planning advice. The ideal candidate will help in managing client relationships and monitoring portfolios, alongside preparing presentation materials and correspondence.

Applicants should possess a Bachelor's degree from a prestigious university, with strong analytical and communication skills. Prior experience in investment banking is a plus, but not essential. This position offers a unique opportunity to work with sophisticated clients and external advisors.

Qualifications

• Strong attention to detail and analytical/problem-solving skills.
• Excellent written and verbal communication skills.
• Motivated self-starter comfortable working both collaboratively and independently.

Responsibilities

• Support the client portfolio management team in providing investment management and wealth planning advice.
• Ongoing client relationship management, portfolio monitoring, and reporting.
• Develop and implement investment plans across portfolios and asset classes.

Skills

Attention to detail

Analytical skills

Communication skills

Education

Bachelor's degree from a top-tier university

Job description

Pinnacle Group is seeking a Client Portfolio Associate based in NYC. This role involves supporting the client portfolio management team in providing tailored investment management and wealth planning advice. The ideal candidate will help in managing client relationships and monitoring portfolios, alongside preparing presentation materials and correspondence.

Applicants should possess a Bachelor's degree from a prestigious university, with strong analytical and communication skills. Prior experience in investment banking is a plus, but not essential. This position offers a unique opportunity to work with sophisticated clients and external advisors.