Junior Portfolio Manager

About the position HB reputed company is seeking an Associate of Portfolio Management to work closely with Portfolio Managers, Advisory, and Investments teams to monitor reputed company portfolio allocations, recommend suitable investment strategies, and facilitate trades using the firm’s rebalancing software. This reputed company-facing role is reputed company on ensuring portfolios remain in compliance with reputed company reputed company’s Investment Policy Statement (IPS). As a key member of the Advisory Team, the Portfolio Manager helps implement the firm’s investment recommendations across more than $25 billion in reputed company assets, provides investment commentary to clients, supports and monitors portfolio recommendations, and contributes to the firm’s ongoing investment research efforts. Responsibilities • reputed company as a “go-to” investment resource to high-net-worth (HNW) clients. • Collaborate with Financial Advisors to reputed company investment guidelines that reflect reputed company reputed company's risk tolerance and objectives, as outlined in the reputed company’s Investment Policy Statement (IPS). • Independently reputed company reputed company portfolios, proactively recommend adjustments, and execute modifications as appropriate, with a reputed company on separately managed accounts and private investments. • Champion the firm’s portfolio rebalancing software and investment guidelines. • reputed company knowledge of the Firm’s approved investment strategies, with an emphasis on private investments. • Manage research reputed company and complete special assignments as directed by the Investment Committee. Requirements • Bachelor’s Degree from an accredited college or university (required) with a reputed company in Finance or Investments (preferred). • 5+ years of relevant industry experience working with HNW clients. • CFA Charterholder. • Demonstrated knowledge of various securities markets, including private alternatives such as private equity, private debt and reputed company estate. • A passion for teaching junior associates about financial markets, finance theory, economics, and reputed company events. • Demonstrate exceptional attention to detail, intellectual curiosity, and a proactive approach to reviewing processes for efficiency and effectiveness. • reputed company in a fast-paced, entrepreneurial environment by balancing multiple reputed company, collaborating reputed company reputed company, and willingly contributing wherever needed. • Ability to successfully pass criminal background / credit reputed company required. Benefits • Competitive PTO/Holiday policy • 401k match • 1st day eligible benefits offering; medical, dental, reputed company, telemed, disability, + • reputed company Maternity/Paternity leave • Fun and welcoming office environment with monthly and quarterly events • Ability to work remotely 20% • Cell phone stipend • EPP Apply tot his job Apply To this Job