Management Associate, Portfolio Management

Job Description

• Full-time hybrid Management Associate supporting Relationship Managers, Portfolio Managers, and investment specialists; requires 3 days per week in the Philadelphia, PA office.
• Assist with client portfolio management, including asset allocation analysis, portfolio construction, strategy-specific investments, investment research, and participation in IPC and MRG meetings.
• Handle routine to moderately complex client inquiries, manage communications and information flow, participate in client meetings, and maintain client data in the CRM system.
• Review transaction, overdraft, and bond maturity reports; prepare client presentation materials; coordinate across wealth planning, advisory, tax, and other departments; and support compliance and regulatory reviews.
• Requires a Bachelor’s degree and 0-5 years of experience in an investment environment; CFA or CFP interest/progress is preferred, along with advanced Microsoft Office knowledge, CRM application adaptability, client confidentiality, communication, analytical, organizational, and problem-solving skills.