Senior Associate, Portfolio Management

Job Summary

To support portfolio management efforts, the full-time salaried Senior Associate will conduct investment analysis, manage client relationships, and assist in developing investment strategies in a hybrid work environment.

Key responsibilities

• Conduct investment analysis and performance reporting for client portfolios
• Manage relationships with clients, providing updates and addressing inquiries
• Assist in the development and implementation of investment strategies

Required qualifications

• Bachelor's degree in Finance, Economics, or a related field
• 3-5 years of experience in portfolio management or investment analysis
• Strong understanding of financial markets and investment products
• Proficiency in financial modeling and analysis tools
• Experience with client relationship management