Portfolio Associate

JCW Group · Yonkers, New York

FULL TIME

Job Description

We are seeking an Investment Portfolio Associate to join a growing wealth management firm. This individual will work closely with the investment team and financial advisors to support day-to-day portfolio management and investment activities. The role offers significant growth potential as the firm continues to expand.

Key

Responsibilities

Manage day-to-day investment and portfolio management activities.

Support asset allocation, portfolio construction, and investment analysis.

Work across a range of investments, including private equity, mutual funds, ETFs, and other asset classes.

Collaborate closely with the investment team, financial advisors, and firm leadership.

Monitor portfolio performance and assist with ongoing investment decisions.

Support client communications as needed, with opportunities to take on more client-facing responsibilities over time.

Qualifications

CFA designation required.

Experience in investment management, portfolio management, or a related field.

Strong understanding of asset allocation, investment strategies, and various asset classes.

Strong analytical, organizational, and communication skills.

Ability to work collaboratively within a small team environment.

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Company	JCW Group
Location	Yonkers, New York
Type	FULL TIME
Niche	None