Portfolio Management Associate / Analyst @ Frisch Financial Group | Jobright.ai
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Portfolio Management Associate / Analyst jobs in Melville, NY
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Frisch Financial Group · 4 days ago

Portfolio Management Associate / Analyst

positionMelville, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$75K/yr - $90K/yr
date1+ years exp

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AdviceFinancial Services
Hiring Manager
Brian Luper
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Insider Connection @Frisch Financial Group

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Responsibilities

Develop investment proposals and provide trade recommendations tailored to a client’s existing portfolio
Execute transactions on brokerage platforms including account rebalances, block trading, and one-off transactions
Manage cash requirements including negative balances, NSFs, and management fees
Data input, editing, and upkeep in Black Diamond
Participate in meetings and discussions internally and with clients to provide insights and analysis on investment performance and strategy
Compliance reporting
Assist with portfolio analysis and quarterly commentary
Responding to client inquiries related to stocks, mutual funds, and ETFs
401(k)/529 review
Assist in portfolio management activities including performance monitoring, risk analysis, and asset allocation
Support the development and implementation of investment strategies based on client objectives and risk tolerance

Qualification

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Trading experienceIndustry experienceFinancial data analysisSensitive information handlingClient confidentialityAttention to detailCritical thinkingAnalytical mindsetProblem-solvingIndependenceTeamworkPrioritizationCommunicationBlack DiamondSchwab Advisor Center

Required

Bachelor’s degree in finance, economics or related field required; CFA or progress toward CFA designation is a plus
1-3 years of trading and industry experience
Demonstrate strong attention to detail, critical thinking skills, and the ability to analyze financial data
Ability to handle sensitive and/or confidential client information
Analytical and problem-solving mindset
Ability to work independently as well as within a team and prioritize tasks appropriately
Communicate effectively with team members and stakeholders, both orally and in writing

Preferred

Experience with Black Diamond and Schwab Advisor Center is not required, but would be a plus

Benefits

Health insurance
401(k)
Profit share
Participation in the firm’s incentive compensation plan after one year
Mentorship opportunities and career path
Great firm culture with healthy work-life balance
Partial work from home opportunities after sufficient training period

Company

Frisch Financial Group

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Frisch Financial Group offers investment management and financial planning services.
dateFounded in 1999
location
Melville, New York, USA
people-size11-50 employees
web-link
https://frischfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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David Frisch, CPA, CFP®, PFS
Founder | CEO
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Jason Sacks, CFP®
Partner, Director of Investments
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Company data provided by crunchbase
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