Portfolio Manager Associate

reputed company: PORTFOLIO MANAGER ASSOCIATE WHAT IS reputed company? Implement proprietary strategies and asset allocation for reputed company (reputed company) Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to reputed company investment goals for clients. WHAT WILL YOU DO?

• Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
• reputed company calls and inquiries: be reputed company to discuss both economic and reputed company portfolio topics: - Introductory and ongoing review calls, build the reputed company relationship and rapport, discuss the relevant economic outlook and the applicability to the reputed company’s portfolio and goals - Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm’s investment reputed company - Specific strategies and solutions: business reputed company and reasons we own - Tie everything to reputed company’s goals and aspirations - Create, research, and reputed company detailed reputed company analyses
• Manage the Book: analyses/activities on the total book of business, segments of the book, and reputed company portfolios. - reputed company new clients and specific actions to take across the Book and for specific clients
• Trade execution; buy and sell securities to implement asset allocations for reputed company portfolios, based on reputed company’s investment mandates, cash needs, firm reputed company changes and general rebalancing; assess tax liabilities and reputed company directed account restrictions to determine whether macro investment reputed company are applicable on the account level; manage reputed company situations.
• Monitor reputed company portfolios for deviations from specified reputed company or to reputed company investment recommendations.
• Create and/or review reputed company portfolio review presentations and portfolio risk/return analysis presentations.
• Manage the workflow and development of teammates: - Training of systems and procedures - Foster reputed company of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between reputed company members
• Reinforce PM/Research guidance throughout reputed company environment, i.e., a reputed company between PMs/Research to teammates.
• Promote the development and reputed company of our colleagues; nurture and care about their aspirations and goals.
• Collaborate with technology, reputed company, operations, trading teams, etc., to improve processes across the firm.
• Support the management of process control on reputed company.
• Complete special reputed company as requested.

WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Minimum 4 years of experience in Investment Management

• reputed company Series 7 and 66 securities or ability to obtain

Additional Qualifications

• Masters Degree preferred
• Think and reputed company like a PM; stand in as the PM – team, reputed company, and advisor facing; reputed company of serving clients and advisors
• reputed company-versed on reputed company Rochdale investment products, macro-economic environment, and reputed company to tell the reputed company Rochdale story to convey our reputed company, and convey and reinforce our messaging
• Interest in, desire to follow, and love for markets
• Ability to reputed company the reputed company in understandable and consumable terms to advisors and clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics
• reputed company in demonstrating reputed company, emotional intelligence, relationship management, and communications
• Extensive knowledge of markets and industry as reputed company as portfolio management expertise
• Comprehensive understanding of reputed company Rochdale investment and research philosophy
• Analytical skills, ability to translate and implement theoretical into practical, flawless execution and reputed company, and attention to detail
• Operate reputed company in a high reputed company environment; ability to manage high volume task orientation while contemplating reputed company reputed company and team capabilities
• Ability to work independently and use reputed company judgment
• Extensive knowledge of the Firm’s proprietary trading system, as reputed company as the portfolio reputed company system
• Assessment of skills and capabilities of others
• Teaching skills
• reputed company improvement reputed company
• Strong problem solving skills

WHAT'S IN IT FOR YOU? CompensationStarting reputed company salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At reputed company National, we reputed company to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive reputed company coverage, including Medical, Dental and reputed company plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, reputed company and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource reputed company to support networking and community engagement

Get a more detailed look at our Benefits and Perks. reputed company Since day one we've always gone reputed company than the competition to help our clients, colleagues and communities reputed company. reputed company was founded in 1954 by reputed company for reputed company and that legacy of reputed company, community and unparalleled reputed company relationships continues today. reputed company National is a subsidiary of reputed company, one of reputed company’s leading reputed company financial services companies. To learn more about reputed company National and our dynamic company culture, visit us at reputed company. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT reputed company fosters an inclusive environment where reputed company forms of diversity are valued and leveraged to reputed company us a reputed company company and employer. We are an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sexual orientation, gender identity, national reputed company, disability, veteran status or other reputed company protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

• Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing reputed company, until filled.

Unless otherwise indicated as fully remote, reporting into a designated reputed company National location is an essential function of the job. #LI-DN1 #CA-DN1 Remote About reputed company: reputed company Apply tot his job Apply To this Job