Wealth Portfolio Manager - Associate, Client Impact

United Community Banks Inc.; Orlando, Northern (FL, KY); Hybrid; USD 68,000 - 113,000; Full time

Job summary

United Community Banks Inc. seeks a Wealth Management Associate Portfolio Manager to support discretionary investment portfolios for high-net-worth individuals and institutional clients under the guidance of the Director, Portfolio Management.

You will contribute to portfolio implementation, monitoring, client reporting, and investment analysis, partnering with Private Bankers and Trust Officers to deliver a high-quality wealth management experience.

Qualifications

• Undergraduate degree in business, finance, economics, or related field or equivalent experience.
• Progress toward professional designations such as CFA, CIMA, CFP, or MBA preferred
• Two to four years of investment management, advisory, trust, or related financial services experience
• 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 relationships with internal partners and clients
• Familiarity with systems used to evaluate investment performance

Responsibilities

• Assist in design, construction, and maintenance of client portfolios.
• Support portfolio rebalancing, trade execution, and cash management.
• Prepare investment reviews, performance reports, and client presentations.
• Monitor portfolio performance and market conditions; elevate observations to Director, Portfolio Management.
• Participate in client meetings and relationship reviews as a supporting team member.
• Collaborate with Private Bankers, Trust Officers, and other internal teams in a support and sales capacity.

Skills

Investment strategies

Asset allocation

Portfolio construction

Performance measurement

Investment reporting

Analytical skills

Communication skills

Relationship building

Education

Undergraduate degree in business/finance

CFA/CIMA/CFP/MBA preferred

Tools

Investment performance systems

Job description

United Community Banks Inc. seeks a Wealth Management Associate Portfolio Manager to support discretionary investment portfolios for high-net-worth individuals and institutional clients under the guidance of the Director, Portfolio Management.

You will contribute to portfolio implementation, monitoring, client reporting, and investment analysis, partnering with Private Bankers and Trust Officers to deliver a high-quality wealth management experience.