Portfolio Associate Job at JCW Group, Westchester County, NY

  • JCW Group
  • Westchester County, NY

Job Description

We are seeking an Investment Portfolio Associate to join a growing wealth management firm. This individual will work closely with the investment team and financial advisors to support day-to-day portfolio management and investment activities. The role offers significant growth potential as the firm continues to expand.

Key Responsibilities

  • Manage day-to-day investment and portfolio management activities.
  • Support asset allocation, portfolio construction, and investment analysis.
  • Work across a range of investments, including private equity, mutual funds, ETFs, and other asset classes.
  • Collaborate closely with the investment team, financial advisors, and firm leadership.
  • Monitor portfolio performance and assist with ongoing investment decisions.
  • Support client communications as needed, with opportunities to take on more client-facing responsibilities over time.

Qualifications

  • CFA designation required.
  • Experience in investment management, portfolio management, or a related field.
  • Strong understanding of asset allocation, investment strategies, and various asset classes.
  • Strong analytical, organizational, and communication skills.
  • Ability to work collaboratively within a small team environment.

Job Tags

Full time

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