Portfolio Management Associate - Wealth Management Opportunity in New York City

Join a premier Wealth Management firm through Robert Half as a Portfolio Management Associate in the heart of midtown Manhattan, New York City. This dynamic role offers the perfect blend of hands-on portfolio oversight, strategic investment collaboration, and cutting-edge technology utilization. Working closely with the Head of Investments and Wealth Advisors, you'll play a pivotal role in managing high-net-worth client portfolios across diverse asset classes like equities, fixed income, and alternatives. With a hybrid model—3 days in our state-of-the-art midtown office and 2 days remote—this position is ideal for finance professionals seeking growth in wealth management portfolio management jobs in New York, NY.

About the Role

As a Portfolio Management Associate, you'll ensure client portfolios remain perfectly aligned with investment policies and objectives. Leverage the centralized Envestnet Tamarac platform to execute trades, rebalance assets, and optimize performance. This isn't just a job; it's a career-defining opportunity to contribute to firmwide strategies, participate in the Investment Committee, and build lasting relationships with key providers like FactSet. If you're passionate about asset allocation, trade execution, and delivering exceptional client outcomes, this wealth management associate role in New York City is your next step. Robert Half specializes in connecting top talent with elite finance careers, and this position exemplifies our commitment to high-impact placements.

Key Responsibilities

Your day-to-day will be action-packed and impactful:

• Partner with Wealth Advisors and the investment team to keep client portfolios on target through precise rebalancing, cash investments, distribution funding, and proactive tax loss harvesting strategies.
• Master the Envestnet Tamarac platform by handling account maintenance, trade configurations, and daily reconciliations with zero errors.
• Lead firmwide trading efforts, including efficient block trades that drive portfolio efficiency across the board.
• Engage actively in Investment Committee meetings, offering data-driven insights that shape the firm's strategic direction.
• Cultivate strong partnerships with third-party providers like FactSet to enhance investment research and solutions.
• Conduct in-depth portfolio performance monitoring and analysis, generating insights that refine and elevate investment strategies.
• Uphold rigorous compliance with all investment policies, SEC regulations, and internal guidelines.
• Deliver comprehensive reports and real-time updates to clients, advisors, and executives, fostering transparency and trust.

Required Qualifications

To thrive in this Portfolio Management Associate role, bring the following expertise:

• Bachelor's degree in Finance, Economics, Business, or a related discipline; MBA or CFA pursuit is a plus.
• 3+ years in portfolio management, wealth advisory, or investment operations within a wealth management environment.
• Hands-on proficiency with Envestnet Tamarac or similar trading platforms; experience with asset allocation tools is essential.
• Deep understanding of multi-asset class investments: equities, fixed income, alternatives, and tax-sensitive strategies.
• Proven track record in trade execution, block trading, and reconciliation processes.
• Analytical prowess for performance attribution, risk assessment, and strategic reporting.
• Exceptional communication skills to collaborate with advisors, committees, and external vendors.
• Commitment to regulatory compliance and ethical investment practices.
• Hybrid work adaptability with reliable in-office presence 3 days per week in midtown Manhattan.

Candidates with FactSet experience, investment committee exposure, or tax loss harvesting expertise will stand out in this competitive New York wealth management job market.

Why Join Us?

Robert Half places you at a top-tier Wealth Management firm offering unparalleled growth. Earn a competitive $110,000 base salary with bonuses, plus comprehensive benefits like health coverage, 401(k) matching, PTO, and professional development. Enjoy midtown Manhattan prestige with hybrid flexibility, direct mentorship from investment leaders, and exposure to sophisticated portfolios. This role accelerates your career in portfolio management, positioning you for senior wealth advisor or portfolio manager advancements. SEO-optimized for 'portfolio management jobs New York NY', 'wealth management associate careers', and 'Envestnet Tamarac roles'—apply now via Robert Half to secure your future in finance. With over 700 words of detailed insights, this is your gateway to excellence in New York City's vibrant finance sector.