Seeking an Associate Portfolio Manager for our client, an SEC registered investment advisor.

This role will support Portfolio Managers in their service of our ultra-high net worth and institutional clients, and have a strong foundation in investment concepts

Your role:

• Develop and implement investment plans for client portfolios
• Work with the PM, Operations team and external counterparties to develop and monitor execution of trades and monitor PM’s trade pipeline
• Support PM’s client and counterparty communication to make certain all inquiries and requests are responded to efficiently and accurately.
• Coordinate with Client Services, Research and Operations to ensure that client needs are met.

Qualifications:

• 5+ years work experience in financial services focusing on investments (private banking, buy-side analyst, client services, investment adviser or related role).
• An undergraduate degree in business, finance, accounting or related degree required.
• Strong knowledge of Excel, Word, PowerPoint.
• Superb organizational, project management and interpersonal skills.
• Extreme attention to detail.
• You much be fully bi-lingual Spanish and English
• Extensive training will be provided – exceptional long term career growth