Leeds Professional Resources · 23 hours ago
Assistant Portfolio Manager
Miami-FTL Area
Full-time
Onsite
Mid, Senior Level
$140K/yr - $200K/yr
5+ years expLeeds Professional Resources is seeking an outstanding individual for the full-time role of Associate Portfolio Manager, working under the guidance of their portfolio management group. The position involves assisting a Portfolio Manager in delivering integrated services to high-net-worth and organizational clients, focusing on financial strategies and operational tasks.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Michael Soto
Responsibilities
Collaborate with internal departments such as client relations, analysis, and administrative support to optimize the Portfolio Manager's efficiency and ensure all client expectations are fulfilled
Assist in trade development and oversight alongside the Portfolio Manager, administrative staff, and outside collaborators, while continually tracking the investment execution queue
Aid in responding to client and partner questions to guarantee prompt and precise handling of all concerns
Develop asset allocation strategies under Portfolio Manager supervision, tailored to client needs, liquidity considerations, and other factors
Provide broad assistance to the Portfolio Manager across various functions to deliver top-tier support to clients and collaborators
Qualification
Required
Bachelor's degree required in areas like finance, business administration, accounting, or a comparable discipline
At least 5 years in the finance sector, ideally in roles involving asset analysis, wealth management, advisory services, or client support
Outstanding abilities in coordination, task oversight, and building relationships
Impeccable focus on accuracy and particulars
Preferred
Fully fluent candidates in both English and Spanish, in speaking and writing
Company
Leeds Professional Resources
Leeds Professional Resources provides staffing, consulting and human resource services to the financial sector.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase