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Assistant Portfolio Manager

Employer
Gray, Gray & Gray
Location
Canton, Massachusetts (US)
Salary
Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
Closing date
Feb 10, 2022

Job Details

Position:  Assistant Portfolio Manager

ASSISTANT PORTFOLIO MANAGER

Gray Private Wealth

About Our Firm:

Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We seek a bright and ambitious candidate eager to develop a career in financial services to join our growing team. A candidate with some experience in the financial services industry is preferred but not required. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management process with direct client responsibilities and support firm operations. The successful hire will gain valuable experience in private client advisory, firm operations, and client portfolio management.   

Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations

  • Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clients
  • Support rapid growth of the client base through participation in prospect meetings, investment policy interviews, development of investment strategy and preparation of customized investment policy statements tailored to address each client/prospect’s unique objectives and considerations
  • Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, management and oversight of ad-hoc client tasks and projects
  • Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing

Desired Qualifications:

The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:

  • Strong academic achievements with a bachelor’s degree in Economics, Finance, or a related field
  • Achievement CFA/CFP designation, or progress towards, strongly preferred
  • Clear and effective written and verbal communication skills
  • Ability to think creatively and strategically
  • Strong organizational skills and attention to detail
  • Ability to multi-task and prioritize competing demands in a fast-paced environment
  • Strong presence, with ability to interact with senior leadership
  • Ability to develop and maintain a strong client relationship
  • Proficiency in Microsoft Office 
  • Strong Proficiency in Excel
  • +2 Years of Experience in the Financial Services industry

Compensation:

Competitive Salary and Bonus Compensation to Commensurate with Experience

 

Company

Employer Profile

If you are looking for a career that puts the power to do more in your hands, Gray, Gray & Gray is the right place for you. As one of the country’s leading independent accounting and business advisory firms, we do more for our clients… and more for our people.

At Gray, Gray & Gray you’ll have the advantage of more support. More opportunities to make an immediate contribution. More educational and skill development options to further your career. More interaction with Partners and senior staff. More flexibility to help ensure a better work/life balance. More chances to expand your horizons as we adapt to a changing world.

Our people take pride in working for a Top 200 accounting and advisory firm, one that has experienced steady growth and stability for 75 years. Your work will be interesting, challenging and impactful, in a collaborative and cooperative setting with some of the most talented and dedicated people in the field. All helping to bring the “Power of More” to clients in a broad range of industries so they can thrive and prosper.

You’ll also get more out of life when you join the Gray, Gray & Gray team. With a fantastic benefit package that includes medical, dental, and 401(k), along with tuition funding, on-site fitness center and cafeteria, group outings and social events, and a range of civic and charitable activities. We even have select Fridays off during the summer! Plus, you’ll have the opportunity to take part in our innovative Gray Academy leadership development program.

Are you ready for more than a job that simply occupies your time? Join the Gray, Gray & Gray team for a career that is more rewarding, more fulfilling, and more satisfying – right from the start.

Company info
Website
Telephone
781-407-0300
Location
150 Royall Street, Suite 102
Canton
MA
02021
US

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