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

Similar Jobs

Glenn Enterprises

CHIEF ENGINEER Job at Glenn Enterprises

 ...CHIEF ENGINEER - Opryland Area We are seeking a dynamic and experienced Chief Engineer to lead our engineering and maintenance operations across facilities management. This pivotal role involves overseeing the maintenance of complex mechanical, electrical, and HVAC... 

Northside Imports

Warehouse Delivery Driver Job at Northside Imports

 ...at Northside Imports inc. we are seeking multiple warehouse drivers to join our team! we are a family owned European and German auto parts company. If the job description meets what you're looking for please don't hesitate, apply and join our family $40 a day for... 

One World Global Services

Spanish: US-Based Interpreter Job at One World Global Services

 ...Spanish Interpreter (Remote) We are hiring experienced interpreters to join our team! This is a fully remote position with flexible schedules...  ...of conduct Use specific vocabulary of the healthcare/medical industry Participate in internal professional training... 

Jobtailor

Campus Recruiter, Talent Acquisition Job at Jobtailor

 ...Recruit and place external candidates, with specific focus on the College Recruiting ProgramDevelop, coordinate, implement, evaluate, and administer recruiting processesGuide candidates through the hiring process and successfully close candidates during the offer stage... 

Better Help

Licensed Psychological Associate-Independent Practitioner - Remote Job at Better Help

 ...Licensed Psychological Associate-Independent Practitioner - Remote Texas - Remote Private practice with no doors and no overhead. BetterHelp is one of the worlds largest online therapy platforms for mental health professionals who want to focus on client care...