Portfolio Manager Assistant | Cleveland, Ohio

Reference Number: HRJ6466
Location: Cleveland, Ohio

Judson Group has partnered with a successful wealth management firm with over $10B AUM in the search for a Portfolio Manager Assistant responsible for assisting the Portfolio Managers in all aspects of investment management, financial planning and relationship management. The ideal candidate has experience working with high net worth individuals and families in a client service capacity.

Responsibilities:

  • Responsible for assisting relationships with current and prospective HNW clients.
  • Responsible for client meeting preparation with emphasis on investment management and financial planning.
  • Support Portfolio Manager with investment analysis and recommendations.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.
  • Member of the internal investment management committee.

Requirements:

  • Minimum of 1 year of experience in wealth management or relevant financial services experience.
  • Bachelor’s degree required; Advanced designations or progress towards designations such as CFP, CPA, or CFA desirable.
  • Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Cleveland, Ohio

Reference Number: HRJ6466

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