Senior Portfolio Associate
jcw groupYonkers (NY)
Senior Portfolio Associate
Posted 2 days ago
jcw groupYonkers (NY)
SENIORITY
Senior
About the role
We are seeking a Senior 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.