leeds professional resourcesFort Lauderdale, FL
Associate Portfolio Manager
Associate Portfolio Manager
Associate Portfolio Manager
leeds professional resourcesFort Lauderdale, FL
15 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Associate Portfolio Manager A growing investment management team is adding Associate Portfolio Managers to support and grow relationships with ultra-high-net-worth clients. This role works directly alongside a senior Portfolio Manager and is designed for someone ready to step beyond execution-heavy work into a more client-facing, investment-oriented position. You’ll gain exposure to portfolio strategy, client discussions, and the day-to-day decision-making that drives portfolio performance.
Responsibilities:
- Participate in client calls and meetings, helping prepare and walk through portfolio updates and investment discussions
- Build and refine client materials, including performance reports and portfolio summaries
- Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs
- Analyze performance and provide insights to support investment decisions
- Conduct research on investment managers, funds, and market opportunities
- Partner with internal teams to ensure trades, reporting, and client requests are executed accurately
- Review work produced by junior team members and help guide priorities
- Contribute to process improvements and internal initiatives
- Qualifications3–6 years of experience in wealth management, portfolio analysis, or investment-related roles
- Strong understanding of portfolio construction, asset allocation, and market dynamics
- Experience preparing for or participating in client-facing meetings
- Ability to clearly communicate investment concepts (written and verbal)
- Strong analytical skills, including Excel and portfolio reporting tools
- High attention to detail with the ability to manage multiple priorities
- Comfortable working in a fast-paced, high-touch client environment
- Fluent in Spanish and English (required)
Also on the board Same function, level within a rung
Level
Mid
Location
Fort Lauderdale, FL
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
15 days ago