Associate Portfolio Manager

Pasadena, California
Jun 07, 2019
Jul 07, 2019
CFA Charterholder
Employment Type
Full Time

Our client is an RIA located in the Pasadena area managing $300+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm is seeking an Associate Portfolio Manager who is a key member of the wealth management team supporting portfolio management, client reporting, trade processes, and problem resolution.

The successful Associate Portfolio Manager candidate will work closely with the Wealth Advisor to ensure integrity of the investment process and ability to articulate technical, problem solving or servicing information clearly to clients. This position requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a team environment. CFA highly desired.

Duties and Responsibilities
The Associate Portfolio Manager can expect to focus their work in the following areas:

  • Maintain portfolio accounting and equity trading systems, interface with all areas of the firm
  • Perform research, including writing research reports on equities under management
  • Write research reports for e-mail campaigns and company newsletter
  • Communicate market events and portfolio strategies and handle client service inquiries
  • Handle cash management on a daily basis
  • Create and verify client performance reports
  • Perform daily and weekly electronic reconciliation of systems to custodial records
  • Identify workflow/system improvements and work with Wealth Advisor to enact change

Associate Portfolio Manager Qualifications

  • Bachelor’s Degree from an accredited college or university
  • Series 65 License
  • CFA Preferred
  • A friendly professional demeanor and ability to excel in a team oriented environment

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