Client Portfolio Associate

The Associate will work closely with the team in investment research and client management to help support and deliver a broad range of services to clients, integrating investment strategy and overall wealth-management advice. The Associate will work with the client portfolio management team in interfacing directly with both clients and external advisors including accountants, lawyers, and bankers to provide holistic client advice.

Key Responsibilities:

Conduct investment portfolio analysis

Develop, implement, and monitor investment plans across portfolios and asset classes

Prepare client presentation materials and correspondence

Assist with general client management for existing and potential new clients

Support Senior Investment Advisors in managing a select set of client relationships, including preparing portfolio reviews, cash flow projections, and investment memos

Maintain ongoing oversight of client portfolios, ensuring they remain aligned with long-term objectives and constraints

Help prepare meeting materials and thoughtful agenda-setting documents for both internal investment discussions and external client touchpoints

Monitor existing investment exposures across public and private asset classes

Assist in the preparation of client reporting packages, including aggregation of performance data and creation of bespoke analytics or charts in Excel and/or PowerPoint

Collaborate with internal operations and compliance teams to ensure seamless client onboarding, documentation updates, and transaction execution

Maintain and update internal tracking tools and systems, such as investment logs, capital activity calendars, and fund document databases

Requirements:

Bachelor's degree from a top-tier university with a record of strong academic achievement and test scores

Prior experience in investment banking, private banking, asset management, or a multi-family office is preferred but not required

An interest in financial markets and investing