Wealth Portfolio Implementation Associate

Imea; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Imea seeks a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN. The role supports the implementation of private client accounts, learning the customization we provide to meet clients’ financial goals.

The PMG handles portfolio decisions, monitoring, and collaboration with trading, operations, sales, and compliance. Successful candidates will have a strong interest in financial markets, solid quantitative/analytical skills, and the ability to work in a

Qualifications

• Bachelor’s degree in business, finance, economics, math, computer science, engineering, or liberal arts.
• Has 1–3 years of wealth management or financial operations experience.
• Previous experience with US Equity operational product design is a plus.
• Candidates must be able to work in the U.S. without visa sponsorship (now or in the future).

Responsibilities

• Implement investment decisions for individual equity accounts.
• Monitored portfolio positioning, trade executions, cash management, and client guideline compliance.
• Address client requests and manage events across the client lifecycle (cash flows, transitions, openings, closings).
• Liaise with Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting.
• Contribute to project-based initiatives related to trade implementation, product design, and process improvement.

Skills

Financial markets interest

Analytical skills

Prioritize & multitask

Interpersonal communication

Holistic/process thinking

Proactive problem solving

Education

Bachelor’s degree (business/finance/economics/math/CS/engineering/liberal arts)

Job description

Imea seeks a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN. The role supports the implementation of private client accounts, learning the customization we provide to meet clients’ financial goals.

The PMG handles portfolio decisions, monitoring, and collaboration with trading, operations, sales, and compliance. Successful candidates will have a strong interest in financial markets, solid quantitative/analytical skills, and the ability to work in a