Portfolio Associate

Portfolio Associate - Job Nursing #1960

Join to apply for the Portfolio Associate - Job #1960 role at Pinnacle Group
.

Our client is a multi-family office in NYC that manages a substantial amount of capital for a small number of families. They provide wide-ranging investment management and wealth management services to a sophisticated client base.

• Support the client portfolio management team in providing integrated investment management and wealth planning advice.
• Ongoing client relationship management, portfolio monitoring, and reporting.
• Developing, implementing, and monitoring investment plans across portfolios and asset classes.
• Preparing client presentation materials and correspondence.
• Assisting with general client management for existing and potential new clients.

• Bachelor's degree from a top-tier university with a record of academic achievement and test scores.
• Previous experience in a private banking, asset management, or multi-family office is a plus but not required.
• An interest in financial markets and investing is preferred.
• Strong attention to detail and analytical/problem‑solving skills as well as excellent written and verbal communication skills.
• Motivated self‑starter comfortable working both collaboratively in small Европand independently while managing multiple projects under deadlines.

Associate

Full‑time

Finance

Referrals increase your chances of interviewing at Pinnacle Group by 2x.