Portfolio Management Associate Position

Join the investment team as a Portfolio Management Associate. Focus on executing trading strategies and fostering strong team collaboration within a primarily in-office workspace.

As a key contributor, you will work alongside portfolio managers to execute trading activities across diverse accounts. This position involves mastering custodial software for efficiency gains and engaging in client research as needed. Effective communication and relationship-building skills are essential for this role.

Key Responsibilities:

• Assist in executing trading strategies effectively
• Gain expertise in portfolio management and custodial software
• Build and review trade blotters daily
• Aid in research tasks for portfolio managers
• Create and maintain strong team relationships

Requirements:

• Bachelor’s degree needed to apply
• Level 1 of the CFA program completed
• 2 years of relevant office experience
• Demonstrably strong problem-solving skills
• Proficient in Microsoft Office suite

Develop your investment skills while contributing to a dynamic team focused on client success and portfolio efficiency.

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