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One of our premier clients, an SEC registered investment Advisor, is seeking an Associate Portfolio Manager to join their team.
Responsibilities:
• Support the Portfolio Manager in all areas to provide exceptional service to clients and counterparties.
• Prepare investment plans with PM guidance for individual client portfolios
• Work with the PM, Operations team and external counterparties to develop and monitor execution of trades
• Support PM’s client and counterparty communication
• Coordinate internal resources including Client Services, Research and Operations to provide maximum leverage to PM’s time and to make certain that client needs are met.
Qualifications:
• 5+ years work experience in financial services required (private banking, client services, or investment adviser)
• An Bachelors in business, finance, accounting or related degree required.
• Strong knowledge of Excel, Word, PowerPoint.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.