Associate Portfolio Manager - Wealth Management

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes.

Responsibilities:

• Support PM's in all administrative tasks to provide white-glove service to clients
• Assist in preparing investment plans for individual client portfolios based on client financials
• Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
• Support the PM with internal and external communications
• Support client services, research and operations maximizing leverage to PM's time management

Requirements:

• 5+ years experience in financial services working in a similar type of environment (private banking, client services, investment adviser or related role)
• Bachelor's degree in Business, Finance, Accounting or related field
• Proficient with MS Office
• Strong knowledge of investment and financial planning

• Mid-Senior level

• Full-time

• Customer Service and Finance

• Investment Banking, Investment Management, and Financial Services

Benefits:

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave

Location:

Miami, FL