Pinnacle Group
Portfolio Associate - Job Nursing
#1960 Join to apply for the
Portfolio Associate - Job #1960
role at
Pinnacle Group .
Client Our client is a multi-family office in NYC that manages a substantial amount of capital for a small number of families. They provide wide-ranging investment management and wealth management services to a sophisticated client base.
Responsibilities
Support the client portfolio management team in providing integrated investment management and wealth planning advice.
Ongoing client relationship management, portfolio monitoring, and reporting.
Developing, implementing, and monitoring investment plans across portfolios and asset classes.
Preparing client presentation materials and correspondence.
Assisting with general client management for existing and potential new clients.
Qualifications
Bachelor's degree from a top-tier university with a record of academic achievement and test scores.
Previous experience in a private banking, asset management, or multi-family office is a plus but not required.
An interest in financial markets and investing is preferred.
Strong attention to detail and analytical/problem‑solving skills as well as excellent written and verbal communication skills.
Motivated self‑starter comfortable working both collaboratively in small Европand independently while managing multiple projects under deadlines.
Seniority level מז Associate
Employment type Full‑time
Job function Finance
Referrals increase your chances of interviewing at Pinnacle Group by 2x.
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#1960 Join to apply for the
Portfolio Associate - Job #1960
role at
Pinnacle Group .
Client Our client is a multi-family office in NYC that manages a substantial amount of capital for a small number of families. They provide wide-ranging investment management and wealth management services to a sophisticated client base.
Responsibilities
Support the client portfolio management team in providing integrated investment management and wealth planning advice.
Ongoing client relationship management, portfolio monitoring, and reporting.
Developing, implementing, and monitoring investment plans across portfolios and asset classes.
Preparing client presentation materials and correspondence.
Assisting with general client management for existing and potential new clients.
Qualifications
Bachelor's degree from a top-tier university with a record of academic achievement and test scores.
Previous experience in a private banking, asset management, or multi-family office is a plus but not required.
An interest in financial markets and investing is preferred.
Strong attention to detail and analytical/problem‑solving skills as well as excellent written and verbal communication skills.
Motivated self‑starter comfortable working both collaboratively in small Европand independently while managing multiple projects under deadlines.
Seniority level מז Associate
Employment type Full‑time
Job function Finance
Referrals increase your chances of interviewing at Pinnacle Group by 2x.
#J-18808-Ljbffr