We are seeking an Associate Portfolio Manager to join our investment team, responsible for managing client portfolios and relationships with financial advisors.
In this role, you'll serve as the primary contact for advisor clients, providing investment recommendations aligned with our firm’s philosophy, conducting meetings, and supporting portfolio implementation and research. Collaboration with various departments and ensuring exceptional client service are essential.
Qualifications include a bachelor’s degree in finance or related field, 3+ years of investment management experience, strong relationship-building skills, and knowledge of financial markets and strategies. Professional designations (e.g., CFA, CFP) are preferred, along with trading experience and relevant licenses.
Our environment emphasizes innovation, personal growth, and work-life balance, with competitive benefits and a hybrid remote schedule.