PORTFOLIO MANAGEMENT ASSOCIATE
Gardey Financial Advisors are seeking a Portfolio Management Associate to join our team. The Portfolio Management Associate is a key member of the team, helping the organization manage client assets. You will have the opportunity to develop your expertise in the wealth management field through leveraging your ability to utilize new technologies, maintain a high level of organization and accuracy, and deepen your knowledge of the investing process for wealth management.
The Portfolio Management Associate will facilitate the firm's operations and investment processes through leveraging technology, working closely with team members, custodians, and clients, and identifying opportunities for greater efficiency.
This position would be an excellent opportunity for an individual with some background in investment operations at a wealth management firm, who is looking to increase their knowledge of and exposure to the investing function within wealth management. Candidates in the Chartered Financial Analyst (CFA) program are encouraged to apply.
RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:
REQUIREMENTS:
The salary range for this position will be $55K - $70K based on experience. Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for the position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an in-person interview. Qualified candidates will be asked to take a Caliper assessment. If the process moves from there, additional skills testing may be required. This position will require a background check.