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Portfolio Management Senior Associate

Atlanta, Georgia

Job Description:

Description:   The Portfolio Management Senior Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. A team player with excellent communication skills, computer proficiency and high level of professionalism. Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.

• Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.
• Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints.
• Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds.
• Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions.
• Handle trade order entry for portfolio transactions, and administration of custody account trades and performance.
• Reg. 9 meeting preparation, review exceptions and recommend strategy to resolve exceptions.
• Prepare meeting materials; generate research materials - proprietary, economic commentary and Bloomberg etc. as needed for client and prospect meetings.
• Respond to client requests when PMs are out of office.
• Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team.

Qualification's/Desired Skills:   Required
• 2+ years of investment experience in a client facing role
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
• Strong organizational skills and initiative with systematic follow-up.
• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent                        

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Description:   The Portfolio Management Senior Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. A team player with excellent communication skills, computer proficiency and high level of professionalism. Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.

• Create asset allocation studies utilizing data collected in the client profiling process; verify/test assumptions and constraints; confirm findings through iterative ratification process with the PM.
• Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints.
• Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds.
• Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation - deployment of cash liquidation of positions.
• Handle trade order entry for portfolio transactions, and administration of custody account trades and performance.
• Reg. 9 meeting preparation, review exceptions and recommend strategy to resolve exceptions.
• Prepare meeting materials; generate research materials - proprietary, economic commentary and Bloomberg etc. as needed for client and prospect meetings.
• Respond to client requests when PMs are out of office.
• Team with Portfolio Management Assistant(s) to ensure consistent support for the PM team.

Qualification's/Desired Skills:   Required
• 2+ years of investment experience in a client facing role
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
• Strong organizational skills and initiative with systematic follow-up.
• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent                        

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21051454

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
600 Peachtree St NE, GA, Atlanta, 30308