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CV Advisors is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are an independently owned firm dedicated to providing investment advice to a select group of families and institutions in the US and internationally.
The Firm is seeking exceptional candidates for the full-time position of Associate Portfolio Manager, reporting to the firm’s portfolio management team. This person will support one of the firm’s four Portfolio Managers in the coordinated delivery of services to our ultra-high net worth and institutional clients. The Associate PM will help the PM with both investment and administrative processes. Related tasks will involve client contact, the development and implementation of investment plans, management of internal firm resources and routine interaction with key counterparties. Suitable candidates must be meticulous, intelligent, humble, discrete, and inquisitive with a strong foundation in investment concepts. The Associate PM will have observer status on the firm’s Investment Committee. Extensive training will be provided. This position offers an exceptional long term growth opportunity with the company.
A partial list of the Associate’s responsibilities includes:
Position requirements include:
Benefits include: Highly competitive salary, bonus potential, and a robust benefits package, including health insurance, 401K, etc.
Full Time
$80k-113k (estimate)
06/06/2024
10/19/2024
The job skills required for Associate Portfolio Manager include Portfolio Management, Project Management, Accounting, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Portfolio Manager positions, which can be used as a reference in future career path planning. As an Associate Portfolio Manager, it can be promoted into senior positions as a Fixed Income Analyst, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Portfolio Manager. You can explore the career advancement for an Associate Portfolio Manager below and select your interested title to get hiring information.