Portfolio Associate Jobs in Suffolk, Massachusetts
Portfolio Performance Associate Jobs
By John Hancock
At Boston, MA, United States
Portfolio Group Associate, Special Situations
By Selby Jennings
At Boston, MA, United States
Senior Associate, Portfolio Operations
By Boston Common Asset Management
At Boston, MA, United States
Associate Director, Portfolio Management And Operation
By Moderna
At Cambridge, MA, United States
Associate - Portfolio Management
By ING
At New York, NY, United States
Associate Director, Portfolio Operations: Remote
By Darwin Homes
At , Austin, 78702
Associate Portfolio Manager Jobs
By Insight Investment
At San Francisco Bay Area, United States
Portfolio Management Associate Or Senior Associate
By Korn Ferry
At Denver, CO, United States
Portfolio Management Associate Jobs
By Roots Management Group
At Addison, TX, United States
Associate Director, Portfolio Management & Integrations
By Avanos Medical
At Alpharetta, GA, United States
Associate, Portfolio Finance Jobs
By Ramp
At New York, NY, United States
Associate, Portfolio Management - Fundamental Products
By BlackRock
At San Francisco, CA, United States
Associate, Fig Credit Portfolio Manager
By BlackRock
At New York, NY, United States
Portfolio Finance Associate Jobs
By Generate
At San Francisco, CA, United States
Associate, Entrepreneur Experience - Fintech Portfolio
By Endeavor Air
At New York, NY, United States
Associate, Investment Administration And Portfolio Support
By NY Green Bank
At New York, NY, United States
Portfolio Management Associate Jobs
By ING
At New York, NY, United States
Portfolio Associate - Canada
By PIMCO
At New York, NY, United States
Associate Portfolio Manager Program
By Caxton Associates
At New York, United States
Portfolio Associate - Real-Return Commodities
By PIMCO
At Newport Beach, CA, United States
Associate, Assistant Portfolio Manager
By Rabobank
At New York, NY, United States
Are you looking to join a dynamic team of professionals in the financial services industry? We are looking for a Portfolio Associate to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, researching investment opportunities, and making recommendations to our clients. If you have a passion for finance and a drive to succeed, this is the perfect opportunity for you!
Overview A Portfolio Associate is a professional who is responsible for managing a portfolio of investments and providing advice to clients on their investments. They are responsible for researching and analyzing investments, making recommendations, and monitoring the performance of the investments. Detailed Job Description A Portfolio Associate is responsible for managing a portfolio of investments for clients. This includes researching and analyzing investments, making recommendations, and monitoring the performance of the investments. They must be able to provide advice to clients on their investments and make sure that the investments are in line with the client’s goals and objectives. They must also be able to develop and maintain relationships with clients and other professionals in the industry. Job Skills Required• Strong analytical and research skills
• Knowledge of financial markets and investments
• Ability to develop and maintain relationships with clients
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Ability to manage multiple projects simultaneously
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant certifications such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)
• At least two years of experience in a related field
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of portfolio management techniques
• Knowledge of risk management techniques
Job Experience
• At least two years of experience in a related field
• Experience in portfolio management
• Experience in financial analysis
• Experience in client relations
Job Responsibilities
• Research and analyze investments
• Make recommendations to clients on their investments
• Monitor the performance of investments
• Develop and maintain relationships with clients
• Provide advice to clients on their investments
• Ensure investments are in line with the client’s goals and objectives
• Manage multiple projects simultaneously
• Stay up to date with financial regulations and laws
- Portfolio Associate jobs in Massachusetts
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