Associate Portfolio Manager, Wealth and Investment Management

Location
Boston, Massachusetts (US)
Salary
Competitive
Posted
Jan 16, 2021
Closes
Mar 16, 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

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)

Qualifications

  • 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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