Associate Portfolio Manager (Bay Area, CA, Hybrid)

Bay Area, CA, Hybrid At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives. As an Associate Portfolio Manager on the Investment Management Team, you’ll play a pivotal role supporting senior investment professionals in the development and oversight of investment products and processes to help our clients achieve their financial goals. This is an opportunity to work in a fast‑paced and highly collaborative environment, applying your knowledge of finance, investment operations, and product development to develop scalable solutions for clients. Ideal Candidate We are looking for someone who loves diving into data, solving complex problems, and finding smarter ways to do things. If you’re passionate about building strong processes and bringing analytical insights to portfolio management, this might be the role for you. Responsibilities Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies Assist in the design and creation of processes and tools to support and scale the portfolio management function Work with wealth planning professionals to develop and manage customized strategies for retail clients Perform ongoing reviews and analysis of clients’ customized portfolio strategies Help evaluate and ensure the quality of investment advice and transactions Requirements BA/BS with strong analytical and quantitative skills and an excellent academic record 5+ years relevant experience in the investment management industry preferred Strong technical and programming skills, including advanced Excel, SQL, Python for automation and analysis, and data visualization tools such as Tableau and QuickSight Good understanding of portfolio theory and knowledge of financial instruments. Familiarity and experience with trading operations, retail wealth management, or retirement plans a plus Excellent communication and interpersonal skills, and ability to interact with business partners, investment management partners, planners and others Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. Final base pay will be carefully determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. The role may also be eligible for discretionary bonuses, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Edelman Financial Engines encourages success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are available for applicants who need them. #J-18808-Ljbffr Edelman Financial Engines, LLC