Portfolio Associate - Job #1960

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 adviceOngoing client relationship management, portfolio monitoring, and reportingConducting investment portfolio analysisDeveloping, implementing, and monitoring investment plans across portfolios and asset classesPreparing client presentation materials and correspondenceAssisting with general client management for existing and potential new clientsQualifications:Bachelor's degree from a top-tier university with a record of academic achievement and test scoresPrevious experience in investment banking, or in an investment role is a plus but not requiredAn interest in financial markets and investing is preferredStrong attention to detail and analytical/problem-solving skills as well as excellent written and verbal communication skillsMotivated self-starter comfortable working both collaboratively in small teams and independently while managing multiple projects under deadlines