Associate Portfolio Manager
Listed on 2026-05-19
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Finance & Banking
Financial Consultant, Portfolio Manager
As an Associate PM within First Trust's Custom Wealth Solutions group (), you will initially be responsible for supporting our direct indexing portfolio managers in their day-to-day processes. This will initially include portfolio monitoring, responding to client requests, generating transition analyses for prospects and current clients, and potentially supervised trading of client accounts. Following an onboarding period of 1-2 years and passing the series 65 examination or CFA, our Associate PM will then be able trade client accounts without supervision.
Over time, a successful Associate PM will contribute to portfolio management decision making, new strategy development, and process improvement. You will work closely with the sales team to analyze client requests and develop new business proposals. You will also work with the operations team on new account onboarding, data management, and performance reporting. Our investment process is team-based and quantitatively driven.
Responsibilities
- Monitor portfolio characteristics, alerts, and daily client cash flows
- Prepare rebalancing programs using proprietary optimization and risk models
- Assist portfolio managers in trading, order management, and compliance workflows
- Manage client requests and proposals, communicate with sales team and financial advisors
- Maintain values-based and ESG exclusionary research databases
- Assist in performance and attribution data reviews
- Assist in GIPS Compliance tasks for equity portfolios
- Develop and organize materials for Investment Committees meetings
- Strong desire to excel at portfolio management and innovate new investment solutions
- 1-3+ years of work experience
- Progress towards earning CFA charter
- Willingness to interface directly with end clients and prospects to promote investment model and philosophy
- Familiarity with portfolio optimization a plus
- Excellent quantitative skills, acute attention to detail with hunger for excellence and superior results
- Comfort with large datasets (familiarity with SQL and/or scripting a plus)
- Strong interpersonal skills, excited to collaborate on a tight-knit team
- Proficiency in MS Office, Excel, Word, and Power Point
- Must obtain Series 65 (exemption for CFA charter holders)
- Bachelor’s degree required.
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