Portfolio Strategy Associate: Custom Portfolios & Research
Listed on 2026-10-16
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Finance & Banking
Portfolio & Asset Management, Financial Analyst
New Edge Wealth LLC is seeking a dedicated professional to support the investment team in portfolio construction and manager research. The role includes building customized portfolios for clients in collaboration with New Edge Wealth advisors and performing due diligence on third-party managers.
The position is based in Coral Gables, FL, with teleworking/remote options within commuting distance two days per week (in-office three days). Travel of 5–10% is expected.
We are currently recruiting a Portfolio Strategy Associate:
Custom Portfolios & Research for our team in Coral Gables, FL, United States.
Join New Edge Wealth, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Portfolio Strategy Associate:
Custom Portfolios & Research role at New Edge Wealth, LLC, based in Coral Gables, FL, United States.
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