Portfolio Associate - Multi Family Office

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.

Position Overview 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

If this sounds like the right fit, please send your resume to

Kyle Archer

at

karcher@daleyaa.com .

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