Private Wealth Management Portfolio Management Associate

About the role

The Portfolio Management Associate supports Financial Advisors and Private Wealth Advisors in delivering tailored financial plans and investment strategies. This client‑first position focuses on providing exceptional service and ensuring accurate portfolio administration.

Key responsibilities

• Enter new or adjust existing asset allocations as directed by advisors.
• Prepare and review client reports using firm‑approved systems.
• Assist with research and data analysis for client meetings.
• Participate in client meetings, representing the service perspective.
• Update estate, trust, retirement, and insurance objectives per client or advisor direction.
• Support marketing initiatives, including digital content, webinars, and event logistics.
• Provide feedback on portfolio management tools and suggest enhancements.

Required profile

• Minimum 2 years of relevant experience in financial services.
• Four‑year college degree or professional certification preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licenses.
• Strong interpersonal and client‑service orientation.
• Ability to thrive in a fast‑paced, evolving environment.

Required skills

• Proficiency with Microsoft Excel.
• Experience using MS Office and internet applications.

What we offer

• Opportunity to work with a leading global wealth management firm.
• Exposure to a broad range of financial products and market insights.
• Professional development and potential for career advancement.