Associate Portfolio Manager
Leeds Professional Resources
Associate Portfolio Manager
A growing investment management team is adding Associate Portfolio Managers to support and grow relationships with ultra-high-net-worth clients.
This role works directly alongside a senior Portfolio Manager and is designed for someone ready to step beyond execution-heavy work into a more client-facing, investment-oriented position. You’ll gain exposure to portfolio strategy, client discussions, and the day-to-day decision-making that drives portfolio performance.
Responsibilities
- Participate in client calls and meetings, helping prepare and walk through portfolio updates and investment discussions
- Build and refine client materials, including performance reports and portfolio summaries
- Monitor portfolios and flag changes in allocation, risk exposure, and liquidity needs
- Analyze performance and provide insights to support investment decisions
- Conduct research on investment managers, funds, and market opportunities
- Partner with internal teams to ensure trades, reporting, and client requests are executed accurately
- Review work produced by junior team members and help guide priorities
- Contribute to process improvements and internal initiatives
Qualifications
- 3–6 years of experience in wealth management, portfolio analysis, or investment-related roles
- Strong understanding of portfolio construction, asset allocation, and market dynamics
- Experience preparing for or participating in client-facing meetings
- Ability to clearly communicate investment concepts (written and verbal)
- Strong analytical skills, including Excel and portfolio reporting tools
- High attention to detail with the ability to manage multiple priorities
- Comfortable working in a fast-paced, high-touch client environment
- Fluent in Spanish and English (required)
Vacancy posted 4 days ago
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