About the role

Portfolio AssociateOur client is looking for a Portfolio Associate to join the team! This position is supporting the Portfolio Manager and team. Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets. SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

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JOB OVERVIEW

Experience level

Junior

Location

Brooklyn, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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