Junior Portfolio Manager

Primary responsibilities will include the investment and monitoring of client accounts.  

The ideal candidate is highly productive and efficient with strong communication, partnering and problem solving skills. In addition to organizational, multitasking and prioritization skills, the candidate will  demonstrate the ability to act upon deadlines. They will also be reliable, maintain a cooperative attitude,  and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians,  management, and other departments.  

Core Responsibilities Could Include:

  • Ongoing monitoring of client portfolios to ensure compliance with each client’s stated investment objectives
  • Determine appropriate trades for client portfolios according to client investment objectives, firm investment strategy, and current portfolio valuations
  • Execute trades with third party brokers
  • Facilitate post-trade allocation and processing support with brokers and custodians
  • Produce periodic reports on account positioning for portfolio managers or other departments
  • Assist in investment research projects, including economic and capital markets topics
  • Work in a team environment and provide consultation to principals and senior investment professionals in formulating appropriate responses to client requests
  • Other duties may also be assigned  




Education & Experience:  

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred
  • 1-3 years of experience in the financial services industry preferred

Knowledge and Technical Skills: 

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to  financial, statistical, and reference functions

Key Competencies: 

  • Desire to have a career in the investment advisory industry
  • Highly motivated with the ability to multi-task and work in a fast-paced, deadline driven environment
  • Exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences  
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills
  • Willingness to obtain the Chartered Financial Analyst (CFA) designation 



About Alesco Advisors

Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority.

Learn more about us: www.alescoadvisors.com