Portfolio Management Associate

Job description

POSITION SUMMARY: Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, they support FAs / PWAs/team with developing financial plans and investment strategies based on client goals. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: from firm-approved systems for existing or prospective clients systems representing the service lens and insurance objectives - At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations - At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports - At the request of the client and/or FA/PWA/team, assisting with research using firm-approved - At the request of FA/PWA/team, participating in ex...