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Portfolio Management Associate

hiring now

Phaxis

2024-10-04 17:48:27

Job location Melville, New York, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Portfolio Management Associate

Salary is 75-90k plus bonus



Develop investment proposals and provide trade recommendations tailored to a client's existing portfolio


Execute transactions on brokerage platforms including account rebalances, block trading and one-off transactions


Manage cash requirements including negative balances and management fees


Participate in meetings and discussions internally and with clients to provide insights and analysis


Assist in portfolio management activities including performance monitoring, risk analysis and asset allocation


Support the development and implementation of investment strategies based on client objectives and risk tolerance


Experience in portfolio analysis with mutual funds & stocks a plus



an equal employment opportunity employer

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