Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $160k+BONUS!! (New York)

Part-time

CitiStaffing

Portfolio Associate

Our client is looking for a Portfolio Associate to join the team! This position is supporting the Portfolio Manager and team. Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets.

SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

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Vacancy posted 14 hours ago

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