Portfolio Management Associate
Salary is 75-90k plus bonus
Develop investment proposals and provide trade recommendations tailored to a client's existing portfolio
Execute transactions on brokerage platforms including account rebalances, block trading and one-off transactions
Manage cash requirements including negative balances and management fees
Participate in meetings and discussions internally and with clients to provide insights and analysis
Assist in portfolio management activities including performance monitoring, risk analysis and asset allocation
Support the development and implementation of investment strategies based on client objectives and risk tolerance
Experience in portfolio analysis with mutual funds & stocks a plus
sbrandel@phaxis.com
an equal employment opportunity employer
