Portfolio Management Associate - Wealth Management

Robert Half

Investment Banking

10002 New York, NY - USA

Specialist

Experteer Overview

In this role you will oversee client portfolios within a wealth management context, collaborating with investment professionals to align strategies with client objectives and policies. You will manage a centralized trading platform and contribute to investment decisions, with a focus on cross-asset allocation and performance insights. The position offers a hybrid schedule in Midtown Manhattan, enabling close collaboration with advisors while supporting clients across equities, fixed income, and alternatives. You will help drive efficient trading, compliance, and transparent reporting to stakeholders.

Compensation / Benefits

hybrid work arrangement
competitive base salary
target bonus (20%)
opportunity to influence investment strategy
collaboration with Investment Committee
centralized trading platform experience

Responsibilities

Maintain client portfolios in line with asset allocation targets, including rebalancing, cash investing, distributions funding, and tax loss harvesting
Oversee Envestnet Tamarac platform operations—account maintenance, trade settings, and reconciliation
Execute firmwide trading initiatives efficiently, including block trades
Participate in the Investment Committee and contribute to strategic decisions
Build and maintain relationships with third-party investment providers (e.g., FactSet)
Monitor portfolio performance and generate insights to support investment strategies
Ensure compliance with investment policies and regulatory requirements
Provide detailed reporting and updates to clients and stakeholders regarding portfolio activity

Key requirements

Minimum 3 years in portfolio management, research, or analysis
Strong understanding of modern portfolio theory and asset allocation (strategic and tactical)
Experience with Envestnet Tamarac preferred
Advanced Excel, Word, PowerPoint; familiarity with Morningstar Direct, FactSet, Bloomberg
Commitment to confidentiality and ethical standards in portfolio management

collaboration communication with clients and advisors attention to detail Envestnet Tamarac Morningstar Direct FactSet

Description

In this role you will oversee client portfolios within a wealth management context, collaborating with investment professionals to align str…

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