Assistant Portfolio Manager

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States

Location: New York, NY

Employment Type: Full-Time

Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

This job description represents a sample Assistant Portfolio Manager position commonly found through the Career Launch AI Talent Network
. It is provided to help job seekers understand the responsibilities and qualifications typically associated with entry-level to mid-level portfolio management roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network
, visit:

As an Assistant Portfolio Manager at Initio Capital
, you will assist senior portfolio managers in managing client portfolios, executing investment strategies, and optimizing asset allocation. Your role will involve analyzing market trends, assisting in investment decisions, and supporting day-to-day portfolio management activities. This position is ideal for individuals looking to develop their career in investment management with hands-on experience in portfolio strategy and performance tracking.

Portfolio management support: Work closely with senior portfolio managers to execute investment strategies, optimize asset allocation, and achieve client financial goals.

Market research & analysis: Perform extensive research on financial markets, securities, economic conditions, and investment opportunities to support decision-making.

Performance tracking: Monitor and report on portfolio performance, adjusting strategies based on performance, market shifts, and client objectives.

Risk management: Assist in managing and identifying risk across portfolios, ensuring alignment with clients  risk profiles and investment guidelines.

Financial modeling & reporting: Build and maintain financial models, helping to generate reports and presentations for senior management and clients.

Client communications & presentations: Prepare investment reports, presentations, and updates for clients, summarizing portfolio performance, market outlook, and investment strategies.

Collaborate with cross-functional teams: Support collaboration between internal research teams, senior managers, and external stakeholders to ensure comprehensive investment strategies.

Continuous learning: Stay up-to-date with financial news, industry trends, and regulatory changes to enhance investment strategies and portfolio performance.

Bachelor’s degree in Finance, Economics, Business, or a related discipline

CFA Level I or II (preferred or in progress)

2-4 years of experience in portfolio management, asset management, or related fields

Proficiency in financial analysis
, with strong skills in Excel
, financial modeling, and performance metrics

Experience with
investment software and tools for asset allocation, risk management, and performance tracking

Ability to handle multiple tasks in a fast-paced, deadline-driven environment while maintaining attention to detail

Excellent communication skills
, with the ability to present complex financial information clearly to clients and senior leadership

Team player with a collaborative mindset, able to contribute to cross-functional teams and work effectively in a collective environment

Strong problem-solving abilities and a proactive approach to identifying and addressing investment opportunities and risks

Interest in global markets
, asset classes, and emerging investment trends

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Assistant Portfolio Manager roles, including:

Skills-based role matching

Assistance with resume optimization and customization

General guidance on outreach to hiring teams

Interview preparation for portfolio management and investment strategy assessments

To learn more or express interest in investment management roles
, visit: