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Portfolio Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-28
Listing for:
Pinnacle Group
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Location: New York
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.
They are seeking a Client Portfolio Associate based in NYC. The Associate will work closely with teammates in investment research, client management, and operations to help support and deliver a broad range of services to clients that are both investment management-related and wealth management-related. The Associate will also assist the client portfolio management team in interfacing directly with both clients and external advisors such as accountants, lawyers, and bankers.
Responsibilities- 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 investment banking, or in an investment role 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 teams and independently while managing multiple projects under deadlines
Position Requirements
10+ Years
work experience
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