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Precision Portfolio Management Associate

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Evensky & Katz, LLC
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Evensky & Katz / Foldes Wealth Management in Miami is seeking a detail-oriented Portfolio Management Associate to support portfolio management, trading, reconciliation, and data accuracy with precision and fiduciary focus.

Based in Miami, this role supports the Portfolio Management and Data Management teams and offers opportunities to advance designations while strengthening investment knowledge and compliance discipline.

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Position Requirements
10+ Years work experience
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