Daley And Associates, LLC
Portfolio Associate - Multi Family Office
Daley And Associates, LLC, New York, New York, us, 10261
Overview
Portfolio Associate – Multi-Family Office | White Plains, NY Our client, a boutique multi-family office with more than $3 billion in assets under management, is seeking a Portfolio Associate to join their White Plains team. This is an excellent opportunity to work in a lean, high-touch environment where you’ll partner directly with the firm’s founders and gain exposure across portfolio administration and investment support functions. The Portfolio Associate will take on a mix of investment management and administrative responsibilities, including trade execution, reporting, and research. This role is best suited for someone who enjoys the analytical side of investing and is comfortable focusing on portfolio administration and investment support rather than client acquisition or stock-picking. Key Responsibilities
Execute and reconcile trades; oversee daily portfolio administration Conduct performance reporting, attribution analysis, and portfolio-level analytics Contribute to portfolio construction and rebalancing efforts Provide financial planning support, including preparing allocation and performance reports for client meetings Perform research and data analysis across mutual funds, ETFs, hedge funds, private equity, and other investment vehicles Qualifications
3–5 years of investment management experience, ideally with mutual fund/ETF/alternative investment due diligence Strong Excel skills; Python or SQL coding strongly preferred Familiarity with tools such as FactSet, Tamarac, Morningstar Direct, Salesforce, and eMoney Series 7 & 66 licenses required CFA designation (or active CFA candidacy) strongly preferred To apply, please send your resume to Kyle Archer at karcher@daleyaa.com.
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Portfolio Associate – Multi-Family Office | White Plains, NY Our client, a boutique multi-family office with more than $3 billion in assets under management, is seeking a Portfolio Associate to join their White Plains team. This is an excellent opportunity to work in a lean, high-touch environment where you’ll partner directly with the firm’s founders and gain exposure across portfolio administration and investment support functions. The Portfolio Associate will take on a mix of investment management and administrative responsibilities, including trade execution, reporting, and research. This role is best suited for someone who enjoys the analytical side of investing and is comfortable focusing on portfolio administration and investment support rather than client acquisition or stock-picking. Key Responsibilities
Execute and reconcile trades; oversee daily portfolio administration Conduct performance reporting, attribution analysis, and portfolio-level analytics Contribute to portfolio construction and rebalancing efforts Provide financial planning support, including preparing allocation and performance reports for client meetings Perform research and data analysis across mutual funds, ETFs, hedge funds, private equity, and other investment vehicles Qualifications
3–5 years of investment management experience, ideally with mutual fund/ETF/alternative investment due diligence Strong Excel skills; Python or SQL coding strongly preferred Familiarity with tools such as FactSet, Tamarac, Morningstar Direct, Salesforce, and eMoney Series 7 & 66 licenses required CFA designation (or active CFA candidacy) strongly preferred To apply, please send your resume to Kyle Archer at karcher@daleyaa.com.
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