Portfolio Management Associate

3 days ago


Melville, New York, United States Phaxis - Financial Services Full time
Job Overview

Phaxis - Financial Services seeks a Portfolio Management Associate to contribute to the development of investment strategies, execute transactions, and manage cash requirements.

About the Role

This is an exciting opportunity for a skilled professional with 1-2 years of experience in mutual funds and stocks to join our team. Key responsibilities include:

  • Developing investment proposals and providing trade recommendations
  • Executing transactions on brokerage platforms
  • Managing cash requirements and compliance reporting
  • Assisting with portfolio analysis and commentary
  • Supporting performance, risk analysis, and asset allocation
Requirements and Qualifications

The ideal candidate will possess strong analytical and communication skills, with the ability to work effectively in a fast-paced environment. Strong knowledge of financial markets and instruments is essential.

Salary and Benefits

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience and qualifications. Additional benefits include a comprehensive health insurance plan, retirement savings plan, and paid time off.



  • Melville, New York, United States InterDigital Full time

    InterDigital is a pioneering company in wireless, video, and artificial intelligence technologies. With a strong focus on research and development, we design foundational technologies that enable connected experiences in various products and services. As a leader in wireless technology, our engineers have developed innovations used in digital cellular...


  • Melville, New York, United States BDO Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Manager to join our team at BDO, where you will play a critical role in providing strategic accounting solutions to our clients.About the Role:The successful candidate will be responsible for managing the full-life cycle of finance and accounting outsource engagements, including proposal...


  • Melville, New York, United States EisnerAmper Full time

    About EisnerAmper:We are one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices,...

  • Patent Counsel Lead

    6 days ago


    Melville, New York, United States InterDigital, Inc. Full time

    We are seeking an experienced Patent Counsel to lead our patent quality review and litigation support efforts. This individual will work closely with our Portfolio Management, Patent Attorney, and Licensing Support teams to develop and implement a comprehensive post-grant portfolio review strategy.The successful candidate will have a strong background in US...


  • Melville, New York, United States Accommodations Plus International Full time

    Job OverviewWe are seeking a highly experienced Senior Account Manager to join our team at Accommodations Plus International. As a key member of our account management team, you will be responsible for developing and maintaining strong relationships with our hotel partners.Key Responsibilities:Develop and execute strategic plans to maximize revenue growth...


  • Melville, New York, United States Canon Solutions America, Inc. Full time

    At Canon Solutions America, Inc., we empower businesses of all sizes to succeed by providing cutting-edge enterprise, production, and large format printing solutions. Our team is dedicated to delivering exceptional professional service offerings that meet the evolving needs of our customers.About UsWe are a leader in the industry, known for our commitment to...


  • Melville, New York, United States Grand Concierge LLC Full time

    Support Services PositionWe are seeking a highly motivated and detail-oriented Support Services Associate to join our team at Grand Concierge LLC. As a key member of our administrative team, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. We offer a competitive salary of...


  • Melville, New York, United States Henry Schein Inc Full time

    As a Senior Associate Counsel, Labor, you will represent HSI and its subsidiaries in a broad range of Labor and Employment legal matters. Provide high-quality, practical, and business-oriented legal advice and counsel to the Company's HR Business Partners and business units. Identify, analyze, and assist in developing legal solutions for diverse and...


  • Melville, New York, United States Canteen Full time

    Job OverviewWe are seeking a skilled Logistics Operations Manager to oversee all aspects of warehouse operations, ensuring efficient management of inventory, order fulfillment, and logistics. This role is critical in maintaining the flow of products to support our vending operations and enhance customer satisfaction.Salary InformationThe estimated annual...


  • Melville, New York, United States Huntington Hills Center for Health & Rehabilitation Full time

    Welcome to the Huntington Hills Center for Health & Rehabilitation, a proud affiliate of National Health Care Associates. As a Certified Great Place to Work, we are committed to providing exceptional care and services to our aging guests and their families.CompensationWe offer a competitive compensation package that includes an estimated salary of up to...


  • Melville, New York, United States Sage Parts Full time

    We are seeking an experienced Sourcing Operations Manager to join our team at Sage Parts. This challenging role comes with a competitive salary of $70,000 - $90,000 per year.As a Sourcing Operations Manager, you will oversee qualifications of replacement products, reducing vendor bases by maximizing best-of-class suppliers, and developing supplier...


  • Melville, New York, United States Collabera Full time

    About the JobThe successful candidate will have 3 years of experience in commercial credit and collection roles, with a strong understanding of credit risk and policies. They will be responsible for managing a portfolio of accounts, identifying areas of improvement, and implementing strategies to drive growth.About the SalaryThe estimated salary for this...


  • Melville, New York, United States Johnson Controls Full time

    Job SummaryAs a key member of the Johnson Controls team, you will play a vital role in supporting regional operational activities and overseeing all aspects of the branch and warehouse. Your primary responsibility will be to drive branch sales growth both in units and Parts and Supplies.About UsJohnson Controls is a global leader in smart, healthy, and...


  • Melville, New York, United States AmTrust Financial Full time

    Job SummaryWe are seeking a Senior Surety Underwriting Manager to join our team. The successful candidate will be responsible for achieving profitable underwriting results in support of growth and profit objectives by appropriate risk selection, agency relations, book management, self-development, and assistance in professional development of others.About...


  • Melville, New York, United States ALWAYS COMPASSIONATE HOMECARE LLC Full time

    About Our TeamWe are always looking for talented individuals to join our team at Always Compassionate Homecare LLC, a leading provider of community home-based services in New York.The Compassionate Care Enrollment Specialist will be responsible for educating prospective patients through the intake process, ensuring seamless enrollment with our company. This...


  • Melville, New York, United States Phaxis - Financial Services Full time

    We are seeking a highly skilled Financial Services Analyst to join our team at Phaxis.Job OverviewThis role is perfect for someone looking to develop their investment proposal skills and work in a fast-paced financial services environment.The ideal candidate will have 1-2 years of experience working with mutual funds and stocks, and be able to execute...


  • Melville, New York, United States Zahnarztpraxis Berchtesgaden Full time

    Company OverviewAt Power, we're redefining the home remodeling experience through innovative technology and design solutions. As a pioneer in our field, we're looking for a skilled Associate User Experience Designer to join our team.About the RoleWe're seeking a talented individual with a passion for creating seamless user experiences. As an Associate User...


  • Melville, New York, United States HUB International Full time

    HUB International Limited, a leading global insurance broker, is seeking a talented professional to join their team as a Global Insurance Risk Manager. With over 19,000 employees worldwide, HUB provides a broad range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.Salary...


  • Melville, New York, United States Canon Solutions America, Inc. Full time

    **About the Opportunity**We are seeking an ambitious Pricing Expert Associate Professional to join our talented team of pricing experts at Canon Solutions America, Inc. in Melville, NY.The successful candidate will be responsible for reviewing and accurately validating sales orders, ensuring accuracy of sales quotes, compliance with pricing and profitability...


  • Melville, New York, United States Hallmark US Springboard Full time

    About Hallmark US SpringboardHallmark US Springboard is a dynamic and growing organization that offers exciting opportunities for individuals to join our team as Part Time Retail Sales Associates.Job OverviewThis role involves working independently to showcase organizational skills, ability to establish retailer relationships, and be the face of Hallmark....