Associate Portfolio Manager, Wealth and Investment Management

Boston, Massachusetts (US)
Jan 16, 2021
Mar 16, 2021
Industry Sector
Asset Management
Employment Type
Full Time

Key Responsibilities

• Serve as an associate portfolio manager and trusted advisor for high net worth, endowment, and foundation clients and manage client portfolios accordingly

• Provide superior client service and investment advice tailored to each client’s specific financial objectives

• Support portfolio managers by implementing portfolio strategies and executing trades on behalf of clients.

• Work collaboratively with other members of our investment and client service teams to ensure an excellent client experience

• Develop and cultivate relationships with our clients’ third-party professionals (e.g. attorneys, accountants)


  • Bachelor’s degree or higher

  • ESG portfolio management experience or demonstrated commitment to environmental and social justice causes

• Minimum of 3 to 5 years managing client portfolios within the wealth management industry

  • Strong interpersonal skills and commitment to client service

  • CFA designation is desired

  • Excellent verbal and written communication skills

  • Financial planning, tax, estate planning experience a plus

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