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Maple Capital Management · 1 week ago

Assistant Portfolio Manager

Montpelier, VT

Full-time

Onsite

Entry, Mid Level

2+ years exp

Maple Capital Management is a client-focused investment management firm that seeks to deliver exceptional financial solutions. They are seeking a highly motivated and detail-oriented individual to join their team as an Assistant Portfolio Manager, providing vital support in the oversight, administration, and monitoring of client portfolios.

ConsultingFinancial Services

Responsibilities

Cultivate and strengthen relationships with our clients and the Portfolio Management team to ensure the delivery of superior service

Work closely with the PM team to prioritize and manage workflow efficiency

Efficiently manage incoming client requests, identifying priorities and ensuring tasks are promptly and accurately addressed by the relevant department

Enter and update client information in our databases and systems, maintaining data accuracy

Review and audit data to guarantee precision and reliability, providing necessary data and reports to team members as required

Facilitate the coordination of client and prospect meetings, assist in preparations for the meetings and business trips, develop proposals for potential clients, and actively participate in client meetings

Illustrate competence in utilizing Order Management Software, displaying the ability to execute portfolio rebalancing in tandem with Portfolio Managers

Engage in effective communication with our trading desk regarding equity and fixed-income trades

Qualification

Investment management experienceOrder Management SoftwareClient Relationship SoftwareMorningstar productsCFACFPClient service orientationHandle prioritiesCommunication skillsDetail-orientedSense of humor