Associate – Portfolio Strategy; FL

This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolios for clients and prospects in collaboration with New Edge Wealth advisors. Manager research responsibilities include conducting due diligence, sourcing, and monitoring third party managers on equity and fixed income asset manager for distribution on our platform.

The role requires various project engagement duties/tasks in conjunction with the Chief Investment Officer and the broader investment team.

Location:

Coral Gables, FL. This position permits teleworking/remote working within commuting distance to Coral Gables, Florida 2 times per week (in office 3 days per week). 5-10% time domestic travel required.

Duties/Responsibilities:

• Specific job duties include:
  • Utilizing strong working knowledge of capital markets, asset allocation and portfolio construction, with experience applying these concepts to investment decisions and creating customized portfolios.
  • Conducting asset allocation and portfolio construction analysis as well as transition analysis for client portfolios.
  • In depth research on market trends and conditions in relation to client portfolios.
  • Preparing quarterly analysis of the product platform including tear sheets and implementation guides.
  • Managing research and due diligence on equity and fixed income asset manager and provide due diligence, sourcing, and monitoring of third-party managers.
  • Working with and presenting to ultra high net worth clients, institutions and financial advisors.
  • Building customized portfolios for prospects and clients.
  • Providing analysis of client portfolios and research views of market conditions.

Skills/

Qualifications:

• Bachelor’s degree in Finance (or related field) or foreign equivalent.
• 18 months of experience in a financial advisory or financial representative role.
• The qualifying 18 months of prior work experience in a financial advisory or financial representative role that required:
• Working knowledge of capital markets, asset allocation and portfolio construction, with experience applying these concepts to investment decisions and creating customized portfolios; and
• Conducting asset allocation and portfolio construction analysis as well as transition analysis for client portfolios.

Salary:
No less than $69,410 annually depending on experience.

New Edge Wealth LLC is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.