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Portfolio Manager Associate - Winter Park, FL
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Winter Park, Florida |
About this job
The Portfolio Manager Associate is charged withassisting a team of Portfolio Managers in providing integrated investmentadvice and portfolio management services to high net worth clients. A teamplayer with excellent communication skills, computer proficiency and high levelof professionalism. Must have an undergraduate degree in Finance, Accounting,Economics or equivalent.
· Create assetallocation studies utilizing data collected in the client profiling process;verify/test assumptions and constraints; confirm findings through iterativeratification process with the PM.
· Ensure knowledge ofentire investment solution suite; recommend investment solutions to PM forclient use based upon clients' needs and constraints.
· Monitor/facilitateaccount set up resulting in error free account set up process; ensure timelyaccount set up and investment of funds.
· Re-balance portfoliodue to liquidity needs, bond maturities, excess cash, buy/sell implementation,tax loss harvesting, investment recommendation implementation - deployment ofcash liquidation of positions.
· Handle trade orderentry for portfolio transactions, and administration of custody account tradesand performance.
· Reg. 9 meetingpreparation, review exceptions and recommend strategy to resolve exceptions.
· Prepare meetingmaterials; generate research materials - proprietary, economic commentary andBloomberg etc. as needed for client and prospect meetings.
· Respond to client requestswhen PMs are out of office.
· Team with PortfolioManagement Assistant(s) to ensure consistent support for the PM team.
3 years of investment experience in aclient facing role. 1 year of asset allocation experience.
Required :
3 years of investment experience in a client facing role
1 year of asset allocation experience
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
Strong organizational skills and initiative with systematic follow-up.
Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable and committed to pursuing CPA, CFP, CFA and or MBA.
Desired :
Knowledge of the First Rate, Portview, Reg 9 and PACE technology systems.
Bloomberg and/or Morningstar experience
· Create assetallocation studies utilizing data collected in the client profiling process;verify/test assumptions and constraints; confirm findings through iterativeratification process with the PM.
· Ensure knowledge ofentire investment solution suite; recommend investment solutions to PM forclient use based upon clients' needs and constraints.
· Monitor/facilitateaccount set up resulting in error free account set up process; ensure timelyaccount set up and investment of funds.
· Re-balance portfoliodue to liquidity needs, bond maturities, excess cash, buy/sell implementation,tax loss harvesting, investment recommendation implementation - deployment ofcash liquidation of positions.
· Handle trade orderentry for portfolio transactions, and administration of custody account tradesand performance.
· Reg. 9 meetingpreparation, review exceptions and recommend strategy to resolve exceptions.
· Prepare meetingmaterials; generate research materials - proprietary, economic commentary andBloomberg etc. as needed for client and prospect meetings.
· Respond to client requestswhen PMs are out of office.
· Team with PortfolioManagement Assistant(s) to ensure consistent support for the PM team.
3 years of investment experience in aclient facing role. 1 year of asset allocation experience.
Required :
3 years of investment experience in a client facing role
1 year of asset allocation experience
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
Strong organizational skills and initiative with systematic follow-up.
Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable and committed to pursuing CPA, CFP, CFA and or MBA.
Desired :
Knowledge of the First Rate, Portview, Reg 9 and PACE technology systems.
Bloomberg and/or Morningstar experience
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