Senior Portfolio Associate: Investment Strategy & Client Service
Bank of America
Bank of America is seeking a Portfolio Management Support professional to assist the team in delivering integrated investment advice and portfolio management services. You will coordinate internal delivery, engage clients on performance, and back up client-facing Portfolio Managers as needed. The role requires 4+ years in financial services for high net worth clients, with a focus on investment administration and asset allocation analysis. Office-based role with some flexibility in scheduling. #J-18808-Ljbffr Bank of America
$160k - $200k
...investors, the companies we invest in, and the... ...investment management services for insurers, helping... ...credit.The Liquid Credit Strategies Team (“LCS”) manages $... ...include:Construct model portfolios and generate secondary... ...licenses if you are in a client facing role and/or if...SeniorFull timeLocal areaFlexible hours$180k - $275k
...Summary ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with significant... ...portfolio construction, investment strategy coverage and diligence, portfolio management, and client engagement....SeniorTemporary workLocal area$175k - $200k
...under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP... ...Infrastructure. We are looking for a Senior Associate to join the Real Assets Investments Team, focused on Portfolio Management and Strategy. Our team is...SeniorPermanent employmentWork at officeFlexible hours$150k - $180k
...and individuals seeking the investment advantages of real assets through... ...listed equity and debt strategies. The Public Securities Group... ...registered funds and private funds. Clients include financial... ...clients to develop tailored portfolio solutions that align with specific...SeniorFull timeTemporary workInterim roleLocal areaFlexible hours- ...delivering for our clients, teammates,... ...for assisting the Portfolio Management team in... ...providing integrated investment advice and portfolio management services. Key... ...assisting other service associates as needed. Job expectations... ..., and recommends strategies to support client...SeniorWork at officeShift workDay shift
$250k
Caxton Associates is looking for an experienced Portfolio Manager to manage substantial capital allocation across various investment strategies including Discretionary Macro, Equity Long/Short, and Commodities. The role demands strong investment acumen and a proven track...Senior- ...York is seeking a seasoned investment professional to lead client relationships and translate... ...into actionable investment strategies. You will analyze risk, develop model portfolios, and present investment proposals to clients and senior leaders. The role requires 7...Senior
- First Citizens Bank is seeking a senior investment professional to lead TMT portfolio strategy in a hybrid role based in Morristown, NJ or New York City.... ...position focuses on developing investment policies, servicing major client accounts, and overseeing securities trading...Senior
$130k - $205k
....00Job Function: Strategy and ExecutionEmployer... ...full spectrum of services, we’ve reimagined... ...private equity portfolio companies. The... ...results and shaping client outcomes.Your key... ...a Senior Associate-Consultant in EY-... ...management consulting, investment banking, corporate...SeniorWork experience placementPrivate practiceSummer holidayWork at officeFlexible hoursShift work$90k - $180k
...innovate.Liberty Mutual Investments (LMI) is the... ...equity, and alternative strategies, LMI invests more than... ...capital, LMI has a single client mandate. This gives us... ...on what we do best.Our portfolio spans a broad spectrum... ...seeking a candidate for a Senior Analyst position on...SeniorLocal areaFlexible hours$150k - $210k
VC Stack is looking for an Investment Principal to manage client portfolios and lead investment strategies in New York. This role involves designing bespoke portfolios, engaging... ...over 8 years of experience in professional services, an undergraduate degree, and proficiency in...Work at office$130k - $185k
...combination of transformative strategy, transactions and... ...EY’s full spectrum of services, we’ve reimagined... ...efficiency for private equity portfolio companies. The team... ...results and shaping client outcomes. Your key... ...management consulting, investment banking, corporate strategy...SeniorWork experience placementSummer holidayWork at officeFlexible hoursShift work- ...within the New York Life Investment Management platform... ...is seeking an Associate / Senior Associate to support... ...looking and historical portfolio analytics, enhancing... ...the Investment, Client Service, and Operations teams... ...investment guidelines (strategy, geography, sector,...SeniorLocal area
$120k - $160k
...Ventures is hiring a Senior Associate to join the Investments team. As a key... ...transaction execution, and portfolio management across... ...banking, strategy consulting, fund-of... ...adjacent to financial services• Advanced financial... ...evolving to meet our clients' and employees’ needs...SeniorLocal areaImmediate start3 days per week- ...manufactures, with a portfolio of over $80... ...Treasury Services, floorplan, real... .... As a Sr. Associate Strategic Business... ...and potential clients. Given its... ...the business strategy (e.g., sales enablement... ...Chase Auto senior-... ...auto financing, investment advice, small...Senior
$130k - $160k
Who You’ll Work With:The Senior Associate, Investment Operations & Asset Management... ...managers, brokers, and service providers to ensure operational... ...strategiesEnsure proper portfolio reporting/review and... ...under management. The debt strategy is primarily focused on bridge...SeniorFull timeTemporary workFlexible hours$87k - $128k
...new product lines to better serve our corporate customers.About the RoleAs a Senior Associate on the DoorDash for Business Large Group Orders team, you will develop the go-to-market strategy and onboarding experience for enterprise customers and merchant partners. You'...SeniorHourly payWork at officeLocal areaRemote workFlexible hours- ...Owned Media Channel Strategy and Optimization (CSO... ...Strategy & Optimization Senior Associate on the Pages and... ...a leading financial services firm, helping nearly... ...mortgages, auto financing, investment advice, small... ...with a best in class portfolio of partnerships including...Senior
- ...global alternative investment manager offering clients complementary primary... ...and client service teams in the alternatives... ...infrastructure and secondaries strategies. Through our range... ...diversify their portfolios with private market... ...handled by senior Client Services team...SeniorFull timeTemporary workWork experience placementHome officeFlexible hours
$130k - $150k
...s leading alternative investment managers as part of a... ...shape and evolve the Portfolio Compliance function by... ...Compliance, Technology, and senior leadership. Beyond day... ...to regulatory and client‑mandated investment guidelinesReview... ..., and investment strategies by reviewing...SeniorFull timeTemporary workWork experience placementFlexible hours- A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves... ...with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience...Senior
- Citigroup Inc. is seeking a highly skilled Senior Portfolio Manager for its Multi-AssetClass Solutions team in New York, New York.... ...experience. The successful candidate will engage in a variety of investment and client-facing activities. The position demands strong...Senior
- ...asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships, and prospecting...Senior
- Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed. Responsibilities...Senior
$100k - $215k
...to innovate.Liberty Mutual Investments (LMI) is the investment firm... ...income, equity, and alternative strategies, LMI invests more than $100B... ...capital, LMI has a single client mandate. This gives us the... ...focus on what we do best.Our portfolio spans a broad spectrum of public...SeniorWork at officeLocal areaFlexible hours- A prominent investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates...Senior
- ...United States, is seeking a seasoned investment leader in New York to provide high-quality sales, service and investment guidance to clients across a broad portfolio. The role requires deep fiduciary... ...collaboration to drive strategy and client outcomes. Salary ranges...Senior
- ...team helping high-profile clients understand, analyze,... ...is more important than investing in our culture because... ...is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...management of client portfolio Take responsibility...SeniorFull timeLocal area
- ...Capital Management in New York, NY, seeks a Senior Associate for Private Credit to perform underwriting, financial modeling, and portfolio management. You will work with the... ...execute transactions and optimize portfolio strategies in a fast-paced environment. The ideal candidate...Senior
$120k - $140k
...Title Expert Senior Associate Consultant, Tech... ...of our business strategy, but these don’t... ...their tech-enabled portfolio companies to act... ...technical advisors in investment processes. We... ...we supported our clients on some of the most... ...environment. Client service orientation and...SeniorPermanent employmentFull timeWork at officeLocal areaWorldwideHome office3 days per week
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