Portfolio Management Senior Associate
Description
In addition to the ability to deliver generalist support and as part of the Client Team, actively support Portfolio Managers to meet clients’ investment needs and expectations
Support Portfolio Managers with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Responsible for :
Client Presentations (i.e. Asset Allocation and Performance Reporting)
Investment Policy Statement Create, Update & Affirm
Trading
Account Re-balancing
Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
Compliance clean-ups
Reg. 9
Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
Idea Generation
Market & Platform Research
Administrative dues as required
Ensuring management of concentration documentation
Assist in developing and / or delivering solution specific investment proposals
Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Leverage experience and deep expertise to manage and / or execute client investment transactions
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Qualifications :
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS / BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration
Skills : Critical Thinking
Critical Thinking
Customer and Client Focus
Prioritization
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Collaboration
Decision Making
Written Communications
Active Listening
Analytical Thinking
Organizational Effectiveness
Result Orientation
Shift :
1st shift (United States of America)
Hours Per Week :
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