The Portfolio Strategy Group
Associate Portfolio Manager
The Portfolio Strategy Group, White Plains, New York, United States
Location:
White Plains, NY (Full‑Time, In‑Office)
Team:
Investment & Client Service |
Experience Level : 3‑7 years
Salary Range:
$80,000 - $130,000 annually, based on experience
Portfolio Strategy Group (PSG) is a premier, $2+ billion Registered Investment Advisor (RIA) with over 35 years of experience serving high‑ and ultra‑high‑net‑worth individuals and families. We deliver customized, research‑driven investment solutions and pride ourselves on exceptional client service, operational excellence, and thoughtful stewardship of client wealth.
We are seeking an
Associate Portfolio Manager
to join our investment team in White Plains, NY. This role provides a unique opportunity to learn the business from the ground up, with exposure to both the operational and analytical sides of wealth management. The Portfolio Associate will support client portfolios, participate in investment research, and collaborate with senior portfolio managers — serving as a clear stepping‑stone toward portfolio management and research responsibilities.
Key Responsibilities
Monitor client portfolios, asset allocation, and investment performance, providing analysis to portfolio managers.
Assist in preparing portfolio reviews, client presentations, and quarterly reporting packages.
Collaborate with portfolio managers on rebalancing, trade execution, and implementation of investment strategies.
Ideal Candidate
Bachelor’s degree required, preferably in Finance, Economics, Accounting, or Business Administration.
3‑7 years of experience in investment research, asset management, or wealth management (internships or professional roles).
Strong quantitative, analytical, and problem‑solving skills.
Proficiency in Microsoft Excel and PowerPoint; familiarity with FactSet, Bloomberg, or portfolio/accounting software (e.g., Black Diamond, Schwab Advisor Center) is a plus.
Excellent written and verbal communication skills.
Highly organized, detail‑oriented, and able to manage multiple priorities.
Self‑starter with a collaborative mindset and interest in building a career in portfolio management.
Why Join PSG
High‑performance culture with opportunity for growth
Direct access to firm leadership and decision‑making processes
Pathway to client‑facing responsibilities
Collaborative and intellectually engaging team culture
Profit‑sharing eligibility after tenure milestones
Paid time off and support for continuing education and credentials
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White Plains, NY (Full‑Time, In‑Office)
Team:
Investment & Client Service |
Experience Level : 3‑7 years
Salary Range:
$80,000 - $130,000 annually, based on experience
Portfolio Strategy Group (PSG) is a premier, $2+ billion Registered Investment Advisor (RIA) with over 35 years of experience serving high‑ and ultra‑high‑net‑worth individuals and families. We deliver customized, research‑driven investment solutions and pride ourselves on exceptional client service, operational excellence, and thoughtful stewardship of client wealth.
We are seeking an
Associate Portfolio Manager
to join our investment team in White Plains, NY. This role provides a unique opportunity to learn the business from the ground up, with exposure to both the operational and analytical sides of wealth management. The Portfolio Associate will support client portfolios, participate in investment research, and collaborate with senior portfolio managers — serving as a clear stepping‑stone toward portfolio management and research responsibilities.
Key Responsibilities
Monitor client portfolios, asset allocation, and investment performance, providing analysis to portfolio managers.
Assist in preparing portfolio reviews, client presentations, and quarterly reporting packages.
Collaborate with portfolio managers on rebalancing, trade execution, and implementation of investment strategies.
Ideal Candidate
Bachelor’s degree required, preferably in Finance, Economics, Accounting, or Business Administration.
3‑7 years of experience in investment research, asset management, or wealth management (internships or professional roles).
Strong quantitative, analytical, and problem‑solving skills.
Proficiency in Microsoft Excel and PowerPoint; familiarity with FactSet, Bloomberg, or portfolio/accounting software (e.g., Black Diamond, Schwab Advisor Center) is a plus.
Excellent written and verbal communication skills.
Highly organized, detail‑oriented, and able to manage multiple priorities.
Self‑starter with a collaborative mindset and interest in building a career in portfolio management.
Why Join PSG
High‑performance culture with opportunity for growth
Direct access to firm leadership and decision‑making processes
Pathway to client‑facing responsibilities
Collaborative and intellectually engaging team culture
Profit‑sharing eligibility after tenure milestones
Paid time off and support for continuing education and credentials
#J-18808-Ljbffr