Portfolio Associate

Job description

Are you skilled at turning market and portfolio data into clear, actionable recommendations? Do you enjoy executing trades, improving portfolio positioning, and ensuring every client meeting is backed by clean, accurate analytics?

We’re looking for a Portfolio Associate to:

• prepare client reports and meeting materials, refreshing day-of as needed
• recommend trades and asset allocation updates in advance of client meetings and implement trades once reviewed
• execute investment and trading activity across portfolios, including support for alternative investments and structured products and required transaction paperwork (as applicable)
• analyze and interpret portfolio performance and provide recommendations for change in partnership with the Financial Advisor and Investment Committee
• perform business analytics and due diligence support to sustain the growth of the business