Job summary
Job post source
This job is directly from Multi Family Office
Job overview
The Client Portfolio Associate role supports investment research and client management to deliver comprehensive wealth management services, impacting client portfolio strategy and relationship management.
Responsibilities and impact
The Associate conducts portfolio analysis, develops and monitors investment plans, prepares client materials, supports Senior Advisors in client relationship management, maintains portfolio oversight, prepares meeting materials, monitors investment exposures, assists in client reporting, collaborates with operations and compliance, and updates internal tracking systems.
Experience and skills
A Bachelor's degree from a top-tier university with strong academic records is required; prior experience in investment banking, private banking, asset management, or a multi-family office is preferred but not mandatory; an interest in financial markets and investing is essential.
Company overview
A Multi Family Office (MFO) is a specialized wealth management firm that provides comprehensive financial, investment, and advisory services to multiple high-net-worth families. These organizations generate revenue primarily through management fees, advisory fees, and sometimes performance-based incentives, offering services such as estate planning, tax optimization, investment management, and family governance. The concept originated from single family offices, which historically served ultra-wealthy families like the Rockefellers, but evolved to serve several families for greater efficiency and resource sharing. Candidates should understand that MFOs emphasize confidentiality, bespoke solutions, and long-term client relationships, often requiring a multidisciplinary approach and a high level of trust. The industry is highly competitive and values discretion, technical expertise, and a deep understanding of complex financial structures.
How to land this job
Position your resume to highlight your analytical skills and experience with investment portfolio analysis, emphasizing your ability to develop and monitor investment plans across various asset classes.
Focus on showcasing your client management capabilities, particularly your experience supporting senior advisors, preparing client materials, and collaborating with external advisors like accountants and lawyers.
Apply through multiple channels including the Multi Family Office corporate website and LinkedIn to maximize your application visibility.
Connect with current employees in the client portfolio management or investment research teams on LinkedIn; use ice breakers such as commenting on recent firm news, asking about their experience working with clients, or inquiring about the team’s approach to portfolio management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment portfolio analysis,' 'client management,' 'portfolio reviews,' 'cash flow projections,' and 'financial markets' to ensure it passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts, allowing you to focus your time on meaningful networking and interview preparation.
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