Investment Portfolio Associate - Locust Valley

Job Description Summary · Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations wh ...

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides pro ...

This associate will assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. · ...

Job Description Summary · Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations wh ...

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. · ...

· Portfolio Associate, Dalio Education · Dalio Family Office Overview: · The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endles ...

+Job summary+Portfolio Associate · The Portfolio Associate plays an integral role on a small team working across all of Dalio Education's initiatives and projects. · +Benefits+Competitive salary range: $80,000 - $115,000 · ...

Our client, a boutique multi-family office managing over $3 billion in assets, is looking to add a Portfolio Associate to their team in Westchester, NY. · ...

Our client is a leading global credit investment firm seeking to hire a high-caliber Portfolio Associate to join its rapidly growing Private Credit team in Charlotte NC. · Responsibilities:Monitor and analyze a large diversified portfolio of private credit investments · Review bo ...

This job description represents a sample Portfolio Associate position commonly found through the Career Launch AI Talent Network. · ...

Boutique Wealth Manager in Westchester County. Portfolio Associate to join a lean high-touch environment where you'll work directly with leadership and gain visibility across portfolio operations and investment support functions. · ...

This outstanding opportunity allows you to join a growing team overseeing general account portfolios within one of the best-in-class financial services companies. · ...

About Bridgewater · Bridgewater Associates is a premier asset management firm, · focused on delivering unique insight and partnership for the most sophisticated global institutional investors. · You will operate the systematized investment logic we use to create ideal portfolios ...

Franklin Templeton Private Portfolio Group, LLC ("FTPPG") is a wholly-owned subsidiary of Franklin Resources, Inc.  FTPPG, together with its sub-advisers, provides investment advisory services in investment programs offered at Sponsor Firms. FTPPGs sub-advisers include, but are n ...

Our client is a leading global credit investment firm seeking to hire a high-caliber Portfolio Associate. · ...

· About Bridgewater   · Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.  · Our investment process is driven by a tireless pursuit to understand how the worl ...

We are looking for a Portfolio Associate to join our complex, fast-paced, and team-oriented implementation team. · This individual will be primarily responsible for delivering and verifying portfolio changes to the various sponsors (model delivery) and implementing such changes f ...

+Our elite global Alternative Investment Management client is seeking to recruit a Portfolio Management Associate to join their Special Situations Investing team. · ...

We are looking for an Associate Portfolio Manager to join our team in Manhattan. · The company doubled its AUM in 2025, · and is looking to grow quickly in 2026. · This role is part of an ETF Portfolio Manager team, · working closely with existing algorithms and strong ETF-focuse ...

A leading global investment firm is seeking an Associate to join its commercial real estate debt asset management portfolio reporting team responsible for analyzing and reporting on a large global commercial real estate credit portfolio spanning multiple loan products property ty ...