Associate Portfolio Manager

4 weeks ago

North Miami Beach, United States CV Advisors LLC Full time

CV Advisors is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are an independently owned firm dedicated to providing investment advice to a select group of families and institutions in the US and internationally.

The Firm is seeking exceptional candidates for the full-time position of Associate Portfolio Manager, reporting to the firms portfolio management team. This person will support one of the firms four Portfolio Managers in the coordinated delivery of services to our ultra-high net worth and institutional clients. The Associate PM will help the PM with both investment and administrative processes. Related tasks will involve client contact, the development and implementation of investment plans, management of internal firm resources and routine interaction with key counterparties. Suitable candidates must be meticulous, intelligent, humble, discrete, and inquisitive with a strong foundation in investment concepts. The Associate PM will have observer status on the firms Investment Committee. Extensive training will be provided. This position offers an exceptional long term growth opportunity with the company.

A partial list of the Associates responsibilities includes:

  • Support the Portfolio Manager in all areas to provide exceptional service to clients and counterparties.
  • Prepare investment plans with PM guidance for individual client portfolios based on client requirements, cash availability, etc.
  • Work with the PM, Operations team and external counterparties to develop and monitor execution of trades and monitor PMs trade pipeline on ongoing basis.
  • Support PMs client and counterparty communication to make certain all inquiries and requests are responded to efficiently and accurately.
  • Coordinate internal CV resources including Client Services, Research, Operations, etc. to provide maximum leverage to PMs time and to make certain that client needs are met.

Position requirements include:

  • 5+ years work experience in financial services required (private banking, buy-side analyst, client services, investment adviser or related role).
  • An undergraduate degree in business, finance, accounting or related degree required.
  • Strong knowledge of Excel, Word, PowerPoint.
  • Superb organizational, project management and interpersonal skills.
  • Extreme attention to detail.
  • Truly bilingual candidates (English and Spanish) preferred, both written and verbal.

Benefits include: Highly competitive salary, bonus potential, and a robust benefits package, including health insurance, 401K, etc.

  • Associate, Portfolio Management

    2 weeks ago

    Newport Beach, United States Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • IT Portfolio Manager

    2 weeks ago

    Miami, United States University of Miami Full time

    The University of Miami Health System IT Department is looking for a skilled Portfolio Manager.The Portfolio Manager will have a lot of flexibility in the organization and will be responsible for program planning, leadership, and success.Manage and oversee one or more programs and projects within the portfolioCollaborate with IT leadership to identify...

  • Portfolio Manager

    2 months ago

    Miami, United States Selby Jennings Full time

    Company Overview: Premier investment management firm focused on the commodities sector. With focus on delivering superior investment performance an exceptional client service, they have established themselves as a trusted partner for investors.Position Overview: The firm is in search of an experienced Portfolio Manager, specializing in European Commodities....

  • Senior Portfolio Manager

    1 month ago

    Miami, United States SAAGA Family Wealth Full time

    SENIOR PORTFOLIO MANAGER In Office full time position.SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally. The firm has an opportunity for an experienced portfolio manager...

  • Senior Portfolio Manager

    2 weeks ago

    Miami, United States SAAGA Family Wealth Full time

    SENIOR PORTFOLIO MANAGER In Office full time position.SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally. The firm has an opportunity for an experienced portfolio manager...

  • Senior Portfolio Manager

    4 weeks ago

    Miami, United States SAAGA Family Wealth Full time

    SENIOR PORTFOLIO MANAGER In Office full time position.SAAGA, LLC is a Family Office and SEC Registered Investment Adviser based in Miami, Florida. We are a boutique firm that provides investment advice to a select group of high net worth individuals and families in the US and internationally. The firm has an opportunity for an experienced portfolio manager...

  • Portfolio Manager Ii/deposit Portfolio

    4 weeks ago

    Miami, United States Terrabank, N.A. Full time

    Minimum of 3 years of experience working in International Banking department managing or co -managing a personal and/or corporate deposit portfolio. - Bachelor’s Degree in Business Administration or marketing, or equivalent work experience. - Proven experience generating new business. - Experience working with international customers and documentation from...

  • Associate Actuary

    1 week ago

    Newport Beach, United States Pacific Life Full time

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire...

  • Portfolio Operations Associate

    4 weeks ago

    Deerfield Beach, Florida, United States Hightower Advisors Full time

    Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This...

  • Portfolio Operations Associate

    1 month ago

    Deerfield Beach, Florida, United States Hightower Advisors Full time

    Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This...

  • Community Manager

    1 month ago

    Ponte Vedra Beach, United States Sentry Management Full time

    Job DescriptionJob Description Sentry Management is an industry leader in full-service community association management. Our purpose is to nurture communities we are all proud to call home by putting our communities first, enhancing property values by supporting the board’s endeavors and improving the lifestyles of residents. Our community managers and...

  • Sr. Associate of Portfolio Operations

    2 months ago

    Miami, United States Boyne Capital Full time

    Job DescriptionJob DescriptionThe Company:Boyne Capital is a rapidly growing Florida-based private equity firm focused on investments in lower middle market companies. Founded over a decade ago, we have invested in thirty platform and over forty add-on investments. We are actively deploying our second committed fund.Weve built a firm that prizes the...

  • Sr. Associate of Portfolio Operations

    4 weeks ago

    Miami, United States Boyne Capital Full time

    Job DescriptionJob DescriptionThe Company:Boyne Capital is a rapidly growing Florida-based private equity firm focused on investments in lower middle market companies. Founded over a decade ago, we have invested in thirty platform and over forty add-on investments. We are actively deploying our second committed fund.Weve built a firm that prizes the...

  • Quant- Volatility Portfolio Manager

    1 week ago

    Miami, United States CW Talent Solutions Full time

    Are you a Systematic Volatility Portfolio Manager! Elevate Your Career in London, Chicago, New York, or Remotely The Firm: Unlock opportunities with a premier trading and investment powerhouse. We dominate in global financial hubs, driven by data-driven strategies and cutting-edge tech. Ride our history of unrivaled success - the perfect blend of innovation...

  • Portfolio Management Officer II

    2 weeks ago

    Newport Beach, California, United States National Black MBA Association Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Quant- Volatility Portfolio Manager

    7 days ago

    Miami, United States CW Talent Solutions Full time

    Are you a Systematic Volatility Portfolio Manager! Elevate Your Career in London, Chicago, New York, or Remotely The Firm: Unlock opportunities with a premier trading and investment powerhouse. We dominate in global financial hubs, driven by data-driven strategies and cutting-edge tech. Ride our history of unrivaled success – the perfect blend of...

  • Quant- Volatility Portfolio Manager

    1 week ago

    Miami, United States CW Talent Solutions Full time

    Are you a Systematic Volatility Portfolio Manager!🚀 Elevate Your Career in London, Chicago, New York, or Remotely 🌐The Firm:🌟 Unlock opportunities with a premier trading and investment powerhouse. We dominate in global financial hubs, driven by data-driven strategies and cutting-edge tech.📈 Ride our history of unrivaled success – the perfect...

  • Loan Portfolio Manager

    3 weeks ago

    Long Beach, United States Fidelity Bank Full time

    The Loan Portfolio Manager is responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. Ongoing credit monitoring and risk rating management will be essential to mitigate risk consistent with the Lending Policy. The successful...

  • Director, Portfolio Program Management

    2 weeks ago

    North Chicago, United States AbbVie Full time

    **Company Description** Responsbilitites: Drive and contribute to Asset Team (Asset Development Team) strategies and aligned execution -Serves as a core member of the Asset Team and coordinates Asset Team activities and deliverables -Actively contributes to cross-functional Asset Team discussions both from a PM functional perspective, and a cross-functional...

  • Portfolio Manager and Commercial Underwriting

    3 days ago

    Miami, United States Helm Bank Full time

    Job DescriptionJob DescriptionSUMMARYThe responsibilities of the Portfolio Manager and Commercial Underwriting Officer include analyzing credit data and financial information of persons or companies that are applying for credit or loans to determine the risk that the bank may encounter. The Portfolio Manager and Commercial Underwriting Officer will prepare...