Client:

Our client is a multi-family office in NYC that manages a substantial amount of capital for a small number of families. They provide wide-ranging investment management and wealth management services to a sophisticated client base.

Opportunity:

They are seeking a Client Portfolio Associate based in NYC. The Associate will work closely with teammates in investment research, client management, and operations to help support and deliver a broad range of services to clients that are both investment management-related and wealth management- related. The Associate will also assist the client portfolio management team in interfacing directly with both clients and external advisors such as accountants, lawyers, and bankers.

Responsibilities:

• Support the client portfolio management team in providing integrated investment management and wealth planning advice
• Ongoing client relationship management, portfolio monitoring, and reporting
• Conducting investment portfolio analysis
• Developing, implementing, and monitoring investment plans across portfolios and asset classes
• Preparing client presentation materials and correspondence
• Assisting with general client management for existing and potential new clients

Qualifications:

• Bachelor's degree from a top-tier university with a record of academic achievement and test scores
• Previous experience in a private banking, asset management, or multi-family office is a plus but not required
• An interest in financial markets and investing is preferred
• Strong attention to detail and analytical/problem-solving skills as well as excellent written and verbal communication skills
• Motivated self-starter comfortable working both collaboratively in small teams and independently while managing multiple projects under deadlines

Note:

If you would like to be considered for this opportunity, please click on the APPLY button below. We will review your background regarding the position and contact you as appropriate.