Portfolio Associate

A fast growing, well established investment advisory firm is seeking a team oriented individual to join its operations staff. Ideal candidate would have 5+ years of financial services industry experience, a thorough knowledge of investments, and a business degree. Proficiency in Microsoft Word, Excel, and Access is required. Candidates with an operational background as well as a demonstrated history of improving processes will be given strong consideration. Excellent opportunity for a team-oriented candidate seeking daily interaction with management team.


  • Daily interaction with clients and prospective clients.
  • Process client and prospective client requests.
  • Client account trading and re-balancing.
  • Responsible for the distribution of approved marketing materials.
  • Position involves daily interaction with multiple custodians.
  • Preparation of reports for the CEO and management team.
  • Must develop thorough understanding of firm mission statement and operations.

Qualifications and Skills Requirements:

  • 2 or 4 (preferred) year Business Degree.
  • 5+ years experience in financial services industry.
  • Strong computer skills are mandatory; proficient w/MS Office.
  • Able to learn and navigate custodian based websites. Must also be able to learn customized computer programs.
  • Strong communication skills (both verbal and written).
  • Excellent time management and organizational skills. Ideal candidate is detail-oriented.
  • Able to perform efficiently in a fast-paced and demining environment. Must be able to deal easily with multiple issues and tasks.
  • Ability to recognize risk issues and implications. Knows when to ask questions before taking action and when to refer problems or issues to the next level.
  • Approaches all situations with positive outlook, energy and enthusiasm. Is a self starter who takes individual ownership for work quality and improvement.
  • Leads by example, working with drive and determination.
  • Shows Initiative and creativity, taking a long-term approach to improvement and resolution of issues.
  • Demonstrates integrity and business-appropriate behavior.

Please send a resume and cover letter to: This email address is being protected from spambots. You need JavaScript enabled to view it.