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Private Wealth Associate

2 months ago


New York, United States Coda Search│Staffing Full time

Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of preparing client materials, and assisting with asset allocation and portfolio rebalancing work.


Requirements & Responsibilities:

  • 3-5 years of investment management experience
  • Strong interpersonal skills in interacting with various internal and external constituencies.
  • BA/BS degree
  • Series 7 and 66
  • 3+ years of investment management experience
  • Strong Excel