Portfolio Management Associate

Position Overview

Primary responsibilities will include the investment and monitoring of client accounts.

The ideal candidate is process-oriented, attentive to details, and able to act upon deadlines. They will also demonstrate a team-oriented attitude and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients, which will be accomplished in this role through the effective implementation of the firm’s investment strategy.

Core Responsibilities

• Determining appropriate trades for client portfolios according to client investment objectives, firm investment strategy, and portfolio manager instructions
• Ongoing monitoring of client portfolios to ensure compliance with each client’s stated investment objectives
• Executing trades with third party...