What are the responsibilities and job description for the Wealth Management Associate position at NorthStar Advisory Group?
Job : Portfolio Manager Associate (PMA)
NorthStar Advisory Group is an independent RIA that focuses on planning and investing for families and small businesses. NorthStar invests all assets through its proprietary models and investment strategies.
This role will report to the Chief Investment Officer (CIO) and work on trading and portfolio administration responsibilities. The role will interface with the entire team, including investing, research, financial planning, marketing, client service and administrators. Candidates should be passionate about wealth or asset management, eager to learn, leverage and grow their skillset. This is an entry level position with upward mobility. Candidates will work in a hybrid setting and will be required to come to New Hope, PA multiple days a week.
Role includes : Trading
- Facilitate trades through our trade order management software system for stocks and ETF’s
- Trade bonds (corporates, muni’s, treasuries)
- Utilize our proprietary models to invest new accounts and client cash flows
- Manage taxation
- Oversee stock and bond allocations
- Monitor investment model changes, account groupings, restriction lists
- News flow on financial markets and portfolio positions
Portfolio Admin
Required Qualifications :
Compensation :
Benefits include :
