Portfolio Associate, Multi‑Family Office — Investment Support

A boutique multi-family office in White Plains, NY, is seeking a Portfolio Associate. The ideal candidate will manage trades, perform portfolio administration, and contribute to investment analytics. Applicants should have 3–5 years of investment management experience along with strong Excel skills and familiarity with industry tools. Required licenses include Series 7 & 66, and CFA designation is strongly preferred. This role provides an excellent opportunity for close collaboration with firm founders and exposure to diverse investment functions. #J-18808-Ljbffr