We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities:
Support PM's in all administrative tasks to provide white-glove service to clients
Assist in preparing investments plans for individual client portfolios based on client financials
Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
Support the PM with internal and external communications
Support with client services, research and operations maximizing leverage to PM's time management
Requirements
5+ experience in financial services working in a similar type of environment (private-banking, client services, investment adviser or related role)
Bachelor's degree in Business, Finance, Accounting or related field
Proficient with MS Office
Bilingual - English & Spanish
Strong knowledge of investment and financial planning