Portfolio Management Associate

Portfolio Management Associate

Salary is 75-90k plus bonus

Develop investment proposals and provide trade recommendations tailored to a client's existing portfolio

Execute transactions on brokerage platforms including account rebalances, block trading and one-off transactions

Manage cash requirements including negative balances and management fees

Participate in meetings and discussions internally and with clients to provide insights and analysis

Assist in portfolio management activities including performance monitoring, risk analysis and asset allocation

Support the development and implementation of investment strategies based on client objectives and risk tolerance

Experience in portfolio analysis with mutual funds & stocks a plus

sbrandel@phaxis.com

an equal employment opportunity employer