About this role

Support Portfolio Managers in the day-to-day management of high-net-worth client portfolios and service needs. You will prepare client meeting materials, monitor portfolio risk, and communicate with clients to ensure a high level of service. This role offers the opportunity to learn about diversified investment portfolios and financial markets.

What we are looking for

6

Support Portfolio Managers with client portfolios
Prepare client and prospect meeting materials
Monitor portfolio risk measures
Communicate with clients to ensure high service levels
Develop knowledge of investment products and markets
Partner with trading desks and other internal teams

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.