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Portfolio Manager Associate - Providence, RI - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | providence, Rhode Island |
About this job
The Portfolio Manager Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. A teamplayer with excellent communication skills, computer proficiency, and high level of professionalism. Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
* Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.
* Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints.
* Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds.
* Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions.
* Handle trade order entry for portfolio transactions, and administration of custody account trades and performance.
* Reg. 9 meeting preparation, review exceptions, and recommend strategy to resolve exceptions.
* Prepare meeting materials; generate research materials - proprietary, economic commentary, and Bloomberg etc. as needed for client and prospect meetings.
* Respond to client requests when PMs are out of office.
* Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team.
3 years of investment experience in a client facing role. 1 year of asset allocation experience.
Job can be downgraded to Portfolio Management Assistant for a candidate with strong potential and skills
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 asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.
* Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints.
* Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds.
* Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions.
* Handle trade order entry for portfolio transactions, and administration of custody account trades and performance.
* Reg. 9 meeting preparation, review exceptions, and recommend strategy to resolve exceptions.
* Prepare meeting materials; generate research materials - proprietary, economic commentary, and Bloomberg etc. as needed for client and prospect meetings.
* Respond to client requests when PMs are out of office.
* Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team.
3 years of investment experience in a client facing role. 1 year of asset allocation experience.
Job can be downgraded to Portfolio Management Assistant for a candidate with strong potential and skills
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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