Daley And Associates, LLC
Investment Management Associate - Westchester County - up to $140K Base Salary
Daley And Associates, LLC, New York, New York, us, 10261
Investment Management Associate - Westchester County - up to $140K Base Salary
A growing multi‑family office seeking an Investment Management Associate. This role offers hands‑on experience across investment research, portfolio construction, trade execution, and client reporting in wealth management. Responsibilities
Conduct qualitative and quantitative research on mutual funds, ETFs, and separate account managers across asset classes including equities, fixed income, hedge funds, private equity. Support portfolio construction, asset allocation, and investment recommendations. Execute trades, perform reconciliations, and manage day‑to‑day portfolio operations. Prepare client‑facing materials including performance reporting, portfolio analysis, and presentations for new business development. Collaborate with senior team members to ensure seamless portfolio administration and reporting. Qualifications
Bachelor's degree, CFP, CFA, or CIMA certification preferred. Series 7 and 66 registration required. 3–5 years of investment management experience. Strong analytical, Excel, and coding skills; proficiency with Microsoft Office. Excellent interpersonal and client‑facing communication skills. This role offers excellent benefits and is ideal for professionals seeking exposure to multi‑asset portfolio management in a growing family office.
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A growing multi‑family office seeking an Investment Management Associate. This role offers hands‑on experience across investment research, portfolio construction, trade execution, and client reporting in wealth management. Responsibilities
Conduct qualitative and quantitative research on mutual funds, ETFs, and separate account managers across asset classes including equities, fixed income, hedge funds, private equity. Support portfolio construction, asset allocation, and investment recommendations. Execute trades, perform reconciliations, and manage day‑to‑day portfolio operations. Prepare client‑facing materials including performance reporting, portfolio analysis, and presentations for new business development. Collaborate with senior team members to ensure seamless portfolio administration and reporting. Qualifications
Bachelor's degree, CFP, CFA, or CIMA certification preferred. Series 7 and 66 registration required. 3–5 years of investment management experience. Strong analytical, Excel, and coding skills; proficiency with Microsoft Office. Excellent interpersonal and client‑facing communication skills. This role offers excellent benefits and is ideal for professionals seeking exposure to multi‑asset portfolio management in a growing family office.
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