Portfolio Manager

Position: ASSOCIATE PORTFOLIO MANAGER – On-Site | Miami, FL About the Company Our client is an independently-owned Family Office and SEC Registered Investment Adviser based in Miami, FL, serving ultra-high-net-worth families and institutional clients across the United States and internationally. The firm is committed to a boutique and highly personalized approach to investment management and advisory services. Role Overview We are seeking a meticulous, intelligent, humble, and proactive Associate Portfolio Manager to join our team 100% on-site in our Miami office. This role supports a Portfolio Manager in delivering exceptional service to clients by managing investment plans, execution workflows, operations coordination, and continuous communication with both clients and key counterparties. This position offers long-term growth and direct exposure to the Investment Committee. Key Responsibilities Support the Portfolio Manager across all investment and client-focused activities to ensure outstanding service delivery. Assist in preparing investment plans and analytical materials for client portfolios aligned with liquidity needs and overarching strategies. Coordinate trade execution with the PM, Operations team, and external counterparties; monitor trade pipelines and follow-ups. Maintain ongoing communication with clients and counterparties, ensuring requests are handled efficiently and accurately. Partner internally with Client Services, Research, Operations, and other business units to support workflow efficiency and client satisfaction. Qualifications Minimum of 5 years of experience in financial services (private banking, buy-side research/analysis, wealth management, client advisory support, or related functions). Bachelor’s degree in Finance, Business, Accounting, Economics, or related field required. Strong proficiency in Excel, PowerPoint, and Word. Exceptional organizational skills and attention to detail. Highly professional interpersonal and communication skills. Bilingual proficiency in English and Spanish strongly preferred, both written and verbal. Highly competitive salary Performance bonus structure. Health, dental and vision insurance. Corporate wellness program. 401(k) plan with 4% employer match. Extensive training and professional development support. Monday to Friday, on-site in Miami (no remote option). Soft Skills & Values High integrity and discretion. Analytical strength and strong investment acumen. Humility, curiosity, and eagerness to develop professionally. Service-oriented mindset with strong client relationship skills. Note: Candidates must be open to relocation to Miami, as this is an on-site role (Monday to Friday). #J-18808-Ljbffr