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Money Manager

Access Staffing LLC

This is a Full-time position in New York, NY posted October 9, 2021.

ASSOCIATE PORTFOLIO MANAGER

Investment Management

NYC- Location

Involved with Implementation of proprietary strategies and asset allocation

for growing company. Will assist Sr. Portfolio Managers in developing

short-and long-term investment strategies to achieve investment goals for

clients.

Responsibilities will be:

 Partner with portfolio managers to recommend initial strategic

asset class allocation for new clients, and recommendations for

trades and allocation changes for existing clients.

 Be able to discuss with clients both economic and client portfolio

topics including – Introductory and ongoing review calls, build the

client relationship and rapport, discuss the relevant economic

outlook and the applicability to the client’s portfolio and goals –

Respond to incoming calls, emails, and inquiries from clients and

advisors – Create, research, and provide detailed ad-hoc

analyses

 Manage the Book: analyses/activities on the total book of

business, segments of the book, and client portfolios. – Track

new clients and specific actions to take across the Book and for

specific clients

 Trade execution; buy and sell securities to implement asset

allocations for client portfolios, based on client’s investment

mandates, cash needs, firm strategy changes and general

rebalancing; assess tax liabilities and client directed account

restrictions to determine whether macro investment decisions

are applicable on the account level; manage complex situations.

 Monitor client portfolios for deviations from specified strategy or

to provide investment recommendations.

 Create and/or review client portfolio review presentations and

portfolio risk/return analysis presentations.

 Manage the workflow and development of teammates: – Training

of systems and procedures – Delegate portfolio management

tasks between the team members

 Reinforce PM/Research guidance throughout the team

environment, i.e., a bridge between PMs/Research to

teammates.

 Promote the development and growth of our colleagues.

 Collaborate with technology, strategy, operations, trading teams,

to improve processes across the firm.

 Support the management of process control on the team.

 Complete special projects as requested.

Qualification Requirements Mandates

 Master s Degree MBA and/or CFA, received or underway

 Minimum 4 years of experience in Investment Management

 FINRA Series 7 and 66 securities or ability to obtain

*AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER*

Job Requirements:

*See above