Associate Portfolio Manager (Santa Clara, CA) jobs in United States
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Edelman Financial Engines · 2 days ago

Associate Portfolio Manager (Santa Clara, CA)

positionSanta Clara, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$112K/yr - $150K/yr
date5+ years exp

Edelman Financial Engines is a leading financial planning and investment advisory firm dedicated to guiding clients with financial advice. The Associate Portfolio Manager will support senior investment professionals in developing and overseeing investment products and processes to help clients achieve their financial goals.

ConsultingFinancial ServicesPersonal FinanceRetirement
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H1B Sponsor Likelynote

Responsibilities

Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies
Assist in the design and creation of processes and tools to support and scale the portfolio management function
Work with wealth planning professionals to develop and manage customized strategies for retail clients
Perform ongoing reviews and analysis of our clients’ customized portfolio strategies
Help evaluate and ensure the quality of our investment advice and transactions

Qualification

Investment management experienceAdvanced ExcelSQLPythonData visualization toolsPortfolio theoryFinancial instrumentsCommunication skillsInterpersonal skills

Required

BA/BS with strong analytical and quantitative skills and an excellent academic record
5+ years relevant experience in the investment management industry preferred
Strong technical and programming skills, including advanced Excel, SQL, Python for automation and analysis, and data visualization tools such as Tableau and QuickSight
Good understanding of portfolio theory and knowledge of financial instruments. Familiarity and experience with trading operations, retail wealth management, or retirement plans a plus
Excellent communication and interpersonal skills, and ability to interact with business partners, investment management partners, planners and others

Benefits

Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions

Company

Edelman Financial Engines

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Glassdoor3.6
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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
dateFounded in 1986
location
Boston, Massachusetts, USA
people-size1001-5000 employees
web-link
https://www.edelmanfinancialengines.com/

H1B Sponsorship

Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired

Leadership Team

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Ralph Haberli
Acting Chief Executive Officer
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Suzanne van Staveren
Executive Vice President and Chief Financial Officer
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Recent News

Business Wire
New research from Edelman Financial Engines explores “What Money Means”
2025-12-10
MarketScreener
Evolent Health Inc appoints Mario Ramos as CFO effective January 1, 2026 - SEC filing
2025-11-07
Morningstar.com
Edelman Financial Engines Announces Senior Leadership Changes
2025-10-15
Company data provided by crunchbase