Associate Portfolio Manager, Wealth and Investment Management
- Employer
- Touchstone Search, Inc
- Location
- Boston, Massachusetts (US)
- Salary
- Competitive
- Closing date
- Mar 16, 2021
View more
- Job Function
- ESG/Socially Responsible Research, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Key Responsibilities
• Serve as an associate portfolio manager and trusted advisor for high net worth, endowment, and foundation clients and manage client portfolios accordingly
• Provide superior client service and investment advice tailored to each client’s specific financial objectives
• Support portfolio managers by implementing portfolio strategies and executing trades on behalf of clients.
• Work collaboratively with other members of our investment and client service teams to ensure an excellent client experience
• Develop and cultivate relationships with our clients’ third-party professionals (e.g. attorneys, accountants)
Qualifications
-
Bachelor’s degree or higher
-
ESG portfolio management experience or demonstrated commitment to environmental and social justice causes
• Minimum of 3 to 5 years managing client portfolios within the wealth management industry
-
Strong interpersonal skills and commitment to client service
-
CFA designation is desired
-
Excellent verbal and written communication skills
-
Financial planning, tax, estate planning experience a plus
Company
- Telephone
- 4154358106
- Location
-
1809 Mar West
Tiburon
CA
94920
US
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