Associate Portfolio Manager - Wealth
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Key details
- Location
- Tampa, FL, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 3–5 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 3w ago
Skills
About the role
We’re seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL.
In this client-facing role, you will partner closely with Portfolio Managers and broader client teams to help manage sophisticated portfolios aligned to each client’s objectives, risk tolerance, liquidity needs, tax considerations, and estate-planning goals. This position offers meaningful exposure to portfolio management, investment implementation, client relationship development, and market communication within a collaborative Wealth environment.
In this role, you’ll make an impact in the following ways:
- Support Portfolio Managers in delivering a high-touch client experience.
- Help manage customized portfolios across taxable and tax-advantaged accounts, trusts, foundations, and other entities.
- Prepare portfolio reviews, investment presentations, performance analyses, and client meeting materials.
- Interact directly with clients on portfolio positioning, market developments, and investment-related matters.
- Support portfolio implementation, including cash management, rebalancing, trade preparation, and compliance monitoring.
- Review portfolios for alignment with client objectives, asset allocation, liquidity needs, and investment guidelines.
- Assist with onboarding new relationships, portfolio transitions, and related documentation.
Support Regulation 9 reviews and other portfolio management activities.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- MBA and/or CFA preferred.
- 3-5 years of prior financial/investment experience.
- Strong analytical skills with the ability to interpret investment data and portfolio reporting.
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.