Portfolio Management Associate

We are currently seeking a new addition to our Portfolio Management team in our Florida (Lake Mary) office. As a Portfolio Management Associate you will work directly with a Portfolio Manager responsible for several hundred million dollars in high net worth client assets

Rochdale Investment Management is a private investment management firm headquartered in midtown Manhattan with regional offices across the country.  We invest globally for a nationwide client base of high net worth individuals.  Our focus is on sound investment advice and superior service to satisfy our client relationships. 

We are currently seeking a new addition to our Portfolio Management team in our Florida (Lake Mary) office. As a Portfolio Management Associate you will work directly with a Portfolio Manager responsible for several hundred million dollars in high net worth client assets. To that extent, you will be responsible for a variety of activities including, but not limited to:

• Creation and generation of proposals and customized analysis for prospective clients;

• Preparation of customized reports and analysis for existing clients and their advisors provided as part of the normal client review process;

• Trading and strategic rebalancing accounts, you will benefit from having experience with stock and bond trading;

• Mastering the technology used in the proposal, portfolio management and research processes.

• Communicating with clients, prospective clients and their advisors in the course of providing the highest degree of service;

• Scheduling of regular client reviews with the client, advisor and Rochdale portfolio manager;

The ideal candidate should be career focused, possess strong analytical skills, and have the enthusiasm to take on initiatives independently.  You should be team oriented and able to work in a fast paced environment. Additional requirements include:

• MBA required; CFA designation or CFA in progress preferred

• 3-5 years work experience in finance preferred

• Proficient in Word, PowerPoint, Excel

• Presentation and communication skills

• Problem solving skills

• Ability to work independently and embrace responsibility

• Strong analytical skills

• Excellent grammar and writing skills

• Intelligence and creativity

• Detail oriented

• Ability to influence people and extract information

This is an excellent opportunity for a bright and intelligent individual with the goal of career progression to Portfolio Manager. Please note that the individual will be required to train in the New York office for up to three months prior to starting in Rochdale’s Florida location.

Salary commensurate with experience. We offer an excellent benefits package, including 401(k), dental, and medical, as well as the opportunity to develop in a challenging and dynamic environment.

Please hit APPLY ONLINE below and attach resume and cover letter in Word attachment. We will contact those individuals for interviews deemed best suited for this exciting career opportunity at Rochdale.