Precision Portfolio Management Associate
Evensky & Katz, LLC
Evensky & Katz / Foldes Wealth Management in Miami is seeking a detail-oriented Portfolio Management Associate to support portfolio management, trading, reconciliation, and data accuracy with precision and fiduciary focus. Based in Miami, this role supports the Portfolio Management and Data Management teams and offers opportunities to advance designations while strengthening investment knowledge and compliance discipline. #J-18808-Ljbffr Evensky & Katz, LLC
- Evensky & Katz / Foldes Wealth Management Portfolio Management Associate Evensky & Katz / Foldes Wealth Management We are looking for a detail-oriented... ..., trading, reconciliation, and data accuracy with precision, sound judgment, and a strong commitment to the firm’s...SuggestedWork at office
$145k - $175k
...SCIB Portfolio Management AssociateSantander is a global leader and innovator in the financial services industry and is evolving from a high... ..., and make a real difference.The SCIB Portfolio Management Associate is an individual contributor role within US SCIB COO...SuggestedHourly payFull timeContract workWork experience placementShift work$110k - $150k
# Portfolio Management - Valuations & Analytics, AssociateBlackstoneAssociateSecondariesFull-timeLocationMiami, United StatesCompensation$1... ...notifications when new job openings matching "Secondaries / Associate jobs in Miami, United States" are published.## About This...Suggested- POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.DUTIES...SuggestedWork experience placement
- Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P.... ...and foreign) high-net-worth portfolios, including preparation of annual... ...quarterly reviews, and manage clients’ requests. Prepare extension... ...focusing on confidentiality, precision, and proactive responsiveness...SuggestedFull timeTemporary workWork at office
- Job Duties: Associate, Business Development Professional with Goldman Sachs & Co. LLC in... ...advisors to support and implement wealth management strategies for clients in Latin America... ...and Spanish. Analyze investment portfolios for risk and return characteristics. Execute...
- ...International in the United States seeks a Multi-Family Office Associate to manage UHNW client needs, oversee investment and operational tasks,... ...discretion. You will conduct market research, prepare portfolio analyses, coordinate with external advisors, and ensure AML/...Work at office
- Job Description Job Duties: Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Act as key relationship contact... ...to their investment mandate. Oversee asset movements, portfolio implementations and leverage understanding of organizational...
$100k - $115k
...message the job poster from Blue Coral Staffing Corp. Asset Management Associate Location: Miami, Florida (Local candidates only please)... ...maximizing property values on existing commercial real estate portfolio investments. Responsibilities include communicating with borrowers...Full timeWork at officeLocal area- Long Ridge Partners in the United States is seeking a senior associate for its private equity team. The role focuses on control... ...investment materials, research market dynamics, and support portfolio management while coordinating with senior decision-makers to drive value...
$175k - $225k
Sr Associate - Commercial Real Estate Investing 1823 Partners Miami, Florida, United States... ...business as a differentiated asset management firm focused on long-term, insurance-first... .... 1823 Partners manages a growing portfolio of private market investments with the...Work at office- ...role Are you skilled at developing wealth management strategies? Does financial data excite... ...looking for a Senior Wealth Strategy Associate to: Assist Financial Advisors with client... ...of the business analyze and interpret portfolio performance reviews and make...Full timeFlexible hours
$125k - $135k
Hospitality Private Equity & Management Company Miami, Puerto Rico, or Scottsdale USD $12... ...ABOUT THE ROLE We are looking for an Associate, Asset Management and FP&A, for a Miami... ...and management company with a growing portfolio of upper-upscale and luxury resorts across...Flexible hours- Bernstein Private Wealth Management seeks an Associate to collaborate with senior professionals and support Financial Advisors in building their... ...delivering exceptional client service. The role emphasizes portfolio analysis, account maintenance, and meeting preparation,...
- ...company with a substantial philanthropic portfolio that spans a diverse range of issue... ...client is actively building its grants management infrastructure to support and grow its... ...the Role What You'll Do The Philanthropy Associate supports the delivery of high-quality philanthropic...Work at office
$100k - $170k
...our people love working at A&M. Senior Associate, Merger Integration & Carve‑Outs A&M’s... ...help improve operating results at their portfolio companies. The companies we assess are... ...Services Include CDD/Strategy Interim Management Merger Integration & Carve‑outs IT Rapid...Full timePart timeInterim roleWork at officeFlexible hours- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit... ..., capital markets positioning, portfolio analytics, and wealth and legacy planning...Flexible hours
- POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth... .... They assist in areas such as digital marketing, portfolio holdings and proposal tools, and financial planning. DUTIES...Local area
- Portfolio Associate Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market. Assists with the reporting of key corporate banking metrics to internal...Work at office
- Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338 location_on Miami, FL, United States Job Duties: Associate... ...outreach in both English and Spanish.Analyze investment portfolios for risk and return characteristics.Execute portfolio...Full timeTemporary workWork at office
$120k - $150k
Associate / Sr. Associate, Multifamily Asset Management Formed in 1992, Fifteen Group Capital LLC is a real estate private investment firm with offices in Miami... ...where others see complexity. Our multifamily portfolio extends across multiple states, and our Miami and Los...Work at officeImmediate start$125k - $180k
Senior Associate/AVP: Real Estate, Alternative Credit Solutions Group Miami, FL Description... ..., due diligence, closing and asset management of real estate credit investments. Monroe... ...term sheet construction Assist with portfolio asset management Other ad hoc analyses...Full timeWork at officeFlexible hours$90k - $130k
...Private Equity Performance Improvement - Associate: CFO Services Alvarez & Marsal, a... ...services firm, specializes in turnaround management, performance improvement, and corporate... ...improve the operating results at their portfolio companies. The CFO Services practice focuses...Work experience placementInterim roleImmediate startFlexible hours- Goldman Sachs Bank AG in Miami seeks an Associate, Business Development Professional to support wealth management strategies for clients in Latin America and Florida.... ...tailoring solutions by location. You will analyze portfolios, rebalance and trade, and liaise with product...
- ...Job Description Job Description Opportunity In close partnership with and under the mentorship of the Managing Director, the Senior Associate of Portfolio Operations will ensure that operational strategies are implemented to support the growth of assigned...Temporary work
$135k - $170k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling... ...and its broad ecosystem of investors and portfolio companies.BXTi is entrepreneurial, and... ...systems and third-party solutions.As an Associate Software Development Engineer, you will...Full timeLocal areaImmediate start- ...could be yours! We are looking for an Associate Vice President, Supply Chain & Logistics... ...the Supply Chain & Logistics Technology portfolio while partnering closely with ERP/JDE,... ...Operations on portfolio governance, financial management, vendor management and delivery...
- VC Stack, based in Miami, is seeking a Senior Associate with 4 to 6 years of professional experience to enhance its investing capabilities... ...focuses on evaluating new deals, diligence processes, and portfolio management, offering substantial growth opportunities within a...
$80k - $110k
Senior Analyst / Associate, Wealth Management Minimum Experience: 2+ years of relevant professional experience required; 3+ years preferred Company... ...managers, and asset classes to develop and oversee portfolios tailored to each client's objectives. Our work includes investment...Work at officeWork from home- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES...Work experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Precision Portfolio Management Associate. Be the first to apply!
- general maintenance associate Miami, FL
- fraud associate Miami, FL
- shipping associate Miami, FL
- valuation associate Miami, FL
- senior associate Miami, FL
- associate chief medical officer Miami, FL
- program associate Miami, FL
- associate legal counsel Miami, FL
- associate game producer Miami, FL
- immigration associate Miami, FL


