Associate Portfolio Manager

Foundations Investment Advisors is adding an Associate Portfolio Manager to its Phoenix investment team. This is not an entry-level analyst role or a passive reporting seat. You will join a CFA-led investment group managing $11B in diversified assets at a rapidly growing company and contribute to active, multi-asset portfolio work across equities, fixed income, commodities, and alternatives.

The right candidate is already doing real investment management work and wants a platform where research, allocation thinking, due diligence, market analysis, and portfolio communication matter every morning.

The team works market hours beginning at 5:45 AM, so the cadence is early, collaborative, and tied to live market conditions.

What you will do

• Support active portfolio management through research, market and portfolio analysis, allocation work, and due diligence.
• Contribute recommendations and investment thinking to the CIO and investment team.
• Work with investment, portfolio, custody, and reporting systems to evaluate portfolios and support implementation.
• Translate technical analysis into clear, practical communication for a team-based RIA platform.
• Stay credible across diversified assets rather than operating as a narrow single-asset specialist.

Required

• CFA designation.
• 6+ years of active investment management experience.
• Multi-asset exposure spanning equities, fixed income, commodities, and alternatives.
• Ability to work in person in Phoenix and operate on a 5:45 AM market-hours schedule.
• Strong work ethic, team orientation, and clear investment communication.
• Comfort with investment and custodian-related software.

Preferred

• RIA, institutional, asset management, TAMP, OCIO, or wealth-platform portfolio experience.
• Exposure to model or rebalance work, manager or strategy due diligence, or investment committee support.
• Familiarity with Orion, Riskalyze, Schwab, Fidelity, Pershing, Morningstar, Black Diamond, or comparable systems.
• Phoenix-local candidates who can start without relocation friction.

This role is probably not for you if your background is mostly in financial planning, advisor sales, FP&A, banking, academic research, or execution-only trading without active portfolio management. It will also be a poor fit if you want a remote schedule, a training seat, or an immediate CIO-level strategy-only role.

Compensation will be discussed through the hiring process. Benefits include health, dental, vision, life, and long-term disability coverage; 401(k) with 100% company match on the first 6% of eligible contributions; PTO; paid holidays; and professional development support.

Pay: $120,000.00 - $190,000.00 per year

Benefits:

• 401(k)
• 401(k) 6% Match
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

License/Certification:

• CFA (Required)

Location:

• Phoenix, AZ 85040 (Required)

Ability to Commute:

• Phoenix, AZ 85040 (Required)

Work Location: In person