Associate Portfolio Manager - Wealth Management; Hybrid

Position: Associate Portfolio Manager - Wealth Management (Hybrid)
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our Headquarter office located in Torrance, CA is hiring for an Associate Portfolio Manager. The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values:
Integrity, Entrepreneurial, Excellence and Community.

Duties and Responsibilities Work closely with Investment Director and other senior members of the team to administer investments in client accounts

Work as needed as part of the portfolio management team to support trading and portfolio management functions

Work on model changes and rebalancing for Tamarac accounts

Monitor asset allocation of client accounts and conduct rebalancing utilizing trade order management system as necessary

Monitor cash levels in client accounts and adjust as necessary

Produce periodic reports from trade order management system as necessary

Work with compliance to document and report on trading activity

Assist with other compliance related tasks

Enter, maintain and report on data in portfolio management system

Collaborate with Financial Advisors to enter and analyze data in investment portfolio proposals as necessary

Provide progress reports to manager and senior team members communicating timelines, delays, projected and mitigated issues, and outcomes

Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives

Perform additional duties as necessary in order to support and enhance investment department objectives

Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Qualifications

Undergraduate degree required, preferably in business, finance or economics related major; participation in the CFA program preferred3-5 years experience in investment related field; portfolio management and/or securities trading experience

Strong interest and knowledge in financial planning and wealth management

Interpersonal skills, productive working within a team structure

Excellent written and verbal communication skills and presentation skills

Ability to work independently and exercise discretion without immediate supervision at all times

Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment

Strong attention to detail and accuracy

Ability to organize and present data; strong Excel and/or programming skills a plus

Experience with Tamarac or other trade order / portfolio management software

Experience with Bloomberg, Morningstar, Schwab, and Fidelity platforms

Compensation:
Our base pay range is $79,000.00 - $ (per year)

What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
11 Paid Holidays + 2 floating holidays3 Weeks PTOPaid Volunteer Time Paid Parental Leave Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions

Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance ProgramEPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.#LI-Hybrid#LI-JJ1
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