Portfolio Management Senior Associate

Job Description

This role assists the Portfolio Management team in providing integrated investment advice and portfolio management services, coordinating delivery of investment services, seeking new business opportunities, and supporting client interactions as needed.

• Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Performs market analysis, gathers insights, and recommends strategies to support clients’ investment goals.
• Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness.
• Manages and/or executes client investment transactions, leveraging expertise in portfolio management.
• Coordinates with client teams and partners to deliver an integrated service to the client, identifying and resolving issues effectively and timely.

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales.
• Investment administration experience desired.
• BS/BA degree in Business, Finance, Economics or Law desired.

• Risk Management
• Critical Thinking
• Customer and Client Focus
• Prioritization
• Problem Solving
• Attention to Detail
• Business Acumen
• Collaboration
• Decision Making
• Written Communications
• Active Listening
• Analytical Thinking
• Networking
• Organizational Effectiveness
• Result Orientation

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Hourly pay range: $30.47 - $48.18, based on experience, education and skill set.

This role is eligible to participate in the annual discretionary plan, with an award based on individual performance, line of business contributions, and company success.

This role is currently benefits eligible, providing industry-leading benefits, paid time off, and resources to support employees in making a genuine impact.