Associate Portfolio Manager

Associate Portfolio Manager

A growing investment management team is adding Associate Portfolio Managers to support and grow relationships with ultra-high-net-worth clients.

This role works directly alongside a senior Portfolio Manager and is designed for someone ready to step beyond execution-heavy work into a more client-facing, investment-oriented position. You’ll gain exposure to portfolio strategy, client discussions, and the day-to-day decision-making that drives portfolio performance.

Responsibilities

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• Participate in client calls and meetings, helping prepare and walk through portfolio updates and investment discussions
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• Build and refine client materials, including performance reports and portfolio summaries
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• Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs
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• Analyze performance and provide insights to support investment decisions
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• Conduct research on investment managers, funds, and market opportunities
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• Partner with internal teams to ensure trades, reporting, and client requests are executed accurately
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• Review work produced by junior team members and help guide priorities
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• Contribute to process improvements and internal initiatives
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Qualifications

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• 3–6 years of experience in wealth management, portfolio analysis, or investment-related roles
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• Strong understanding of portfolio construction, asset allocation, and market dynamics
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• Experience preparing for or participating in client-facing meetings
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• Ability to clearly communicate investment concepts (written and verbal)
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• Strong analytical skills, including Excel and portfolio reporting tools
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• High attention to detail with the ability to manage multiple priorities
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• Comfortable working in a fast-paced, high-touch client environment
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• Fluent in Spanish and English (required)
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