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Wealth Portfolio Associate - Investment & Client Support
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-17
Listing for:
Pinnacle Group
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A leading financial firm in New York is seeking a Portfolio Associate to support client portfolio management and provide investment advice. Responsibilities include managing client relationships, monitoring portfolios, and preparing presentation materials. The ideal candidate will have a bachelor's degree from a top-tier university, strong attention to detail, and excellent analytical and communication skills. This full-time position offers a chance to engage in various investment-related tasks in a dynamic environment.
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Position Requirements
10+ Years
work experience
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