Associate Portfolio Management Strategist

Job Summary

A company is looking for an Associate of Portfolio Strategy & Management.

Key Responsibilities:

• Manage privately managed account (PMA) portfolios, including asset allocation, risk management, and due diligence
• Support client portfolio reviews and produce reports and presentations
• Collaborate with internal stakeholders to effectively manage privately managed accounts

Required Qualifications:

• Bachelor's Degree in Finance, Business Administration, or related fields
• FINRA Series 65 or Series 66 certification
• 5+ years of relevant private equity real estate and investment management experience
• Comprehensive understanding of asset allocation and portfolio construction
• Proficiency in Microsoft Office product suite and Yardi