Associate Investment Portfolio Manager Position Available In Rockingham, New Hampshire
Tallo's Job Summary: The Associate Investment Portfolio Manager at Northstar Financial Planning in Windham, NH, is a full-time position with a salary range of $70,000 to $90,000 per year. The role involves portfolio management, client service, and operations coordination. Qualifications include a Bachelor's degree, Series 65 license, and 2+ years of experience in finance. Benefits include health insurance, 401(k) matching, and professional development assistance.
Job Description
Associate Investment Portfolio Manager Northstar Financial Planning Windham, NH Job Details Full-time $70,000 – $90,000 a year 1 day ago Benefits Health insurance 401(k) Paid time off 401(k) matching Professional development assistance Flexible schedule Qualifications CRM software Economics CFP Financial modeling Research Mid-level Finance Bachelor’s degree Portfolio management Series 65 4 years 2 years Communication skills
Full Job Description Portfolio Management:
Job Summary The Associate Investment Portfolio Manager (APM) will play a key role in supporting the firm’s portfolio management and client service efforts. This role requires a detail-oriented professional with a strong understanding of passive investment strategies and financial markets, as well as a commitment to delivering outstanding client experiences. The APM will collaborate with senior team members, leverage technology to enhance portfolio efficiency, and help refine investment processes. This position offers opportunities for professional growth within a client-focused, evidence-based investment firm.
Key Responsibilities:
Portfolio Management Assist in constructing, trading, and rebalancing client portfolios. Conduct research on allocation models, mutual funds, and ETFs to ensure alignment with the firm’s investment approach. Incorporate tax-efficient strategies to optimize client outcomes. Stay updated on market trends, economic data, and regulatory changes impacting investment strategies. Client Service and Reporting Create investment proposals for prospective clients. Collaborate with advisors to develop customized investment plans and investment policy statements tailored to each client’s financial objectives. Manage client cash flow needs, handling both distributions and contributions. Monitor portfolio performance and audit client performance reporting. Respond to client inquiries regarding portfolio performance, allocation, and market developments. Operations Coordinate with custodians and other service providers to ensure accurate execution of trades and portfolio updates. Maximize the use of technology to create efficiencies in the investment management process. Maintain compliance with industry regulations and internal policies in all portfolio management activities.
Qualifications:
Bachelor’s degree in Finance, Economics, or a related field. Advanced degrees or certifications (e.g., CFA, CFP) are a plus. Series 65 license. 2+ years of experience in portfolio management, investment research, or a related field. Strong understanding of passive investment strategies, mutual funds, and ETFs. Proficiency with portfolio management software, financial modeling tools, and CRM systems. Experience with Schwab, I-Rebal, and Redtail a plus. Excellent analytical, organizational, and communication skills. Commitment to fiduciary principles and delivering exceptional client outcomes. This position offers an exciting opportunity for individuals looking to advance their careers in finance while making a significant impact on clients’ financial success.
Job Type:
Full-time Pay:
$70,000.00 – $90,000.00 per year
Benefits:
401(k) 401(k) matching Flexible schedule Health insurance Paid time off Professional development assistance
Schedule:
8 hour shift Monday to
Friday Work Location:
In person
