Portfolio Advisory Associate

Overview

• Contribute to a boutique team providing tailored portfolio and wealth advisory services to clients.
• Engage in financial market analysis, alternative investments, and client literacy initiatives.
• Collaborate with senior team members to address complex client requests and issues.
• Participate in client meetings, offering thoughtful suggestions and solutions.
• Prepare and edit presentations for clients and marketing purposes.
• Maintain data integrity across multiple systems and platforms.
• Support internal reporting and analysis for client portfolios and investment managers.
• Contribute to a dynamic and entrepreneurial work environment.

Key Responsibilities & Duties

• Conduct portfolio analysis and execute projects related to investment management and wealth transfer.
• Generate and edit presentations for client meetings and marketing purposes.
• Prepare internal reports on clients, prospects, and investment managers.
• Ensure data accuracy and integrity across systems and platforms.
• Collaborate with senior team members to resolve client inquiries and issues.
• Participate in client meetings, providing insights and solutions.
• Support the development of marketing strategies and materials.
• Engage in professional development and contribute to team growth.

Job Requirements

• Bachelor's degree in a relevant field with a strong academic track record.
• Minimum of 1 year of professional experience, preferably in asset or wealth management.
• Proficiency in MS Office Suite, especially Excel.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• High degree of intellectual curiosity and enthusiasm for professional growth.
• Ability to work autonomously and collaboratively within a team.
• Commitment to ethical practices and accountability.