Daley And Associates, LLC ยท 3 days ago
Portfolio Associate - Boutique Wealth Manager in Westchester
New York, NY
Full-time
Onsite
Senior Level
$115K/yr - $200K/yr
5+ years expDaley And Associates, LLC is a boutique multi-family office managing over $3 billion in assets, and they are seeking a Portfolio Associate to join their team in Westchester, NY. The role involves supporting portfolio construction, conducting performance analytics, and assisting in research of various investment vehicles.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Support portfolio construction and rebalancing
Conduct attribution analysis, portfolio reporting, and performance analytics
Assist in qualitative and quantitative research of mutual funds, ETFs, hedge funds, private equity, and other investment vehicles
Execute and reconcile trades; oversee day-to-day portfolio administration
Prepare presentation materials for client and partner meetings, including allocation summaries, performance reports, and financial planning documents
Qualification
Required
Candidates MUST have Series 7 and 66 or 63
5-15 years of investment management experience, including mutual fund/ETF/alternative investment due diligence, and experience with systems such as FACTSET, Tamarac, Morningstar Direct, Salesforce, and E-Money
Strong Excel skills, coding skills, and familiarity with the Microsoft Office suite
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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