Position Details

Type Full-Time

Experience entry

Exp. Years 0-2 years

Education Bachelor's Degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.

Category Finance & Accounting

About this role

Institutional Associate Portfolio Manager supporting client reporting and investment research within institutional investment management.

Key Responsibilities

Deliver client reporting utilizing Wealthstation/FirstRate
Prepare investment review materials
Conduct portfolio research using Bloomberg/Morningstar
Ensure compliance documentation
Support monthly compliance reporting

Technical Overview

Uses Wealthstation, FirstRate, Bloomberg, and Morningstar to prepare client reports and perform portfolio analysis alongside MS Office tools.

Ideal Candidate

The ideal candidate is an entry-level portfolio professional with exposure to investment reporting, Bloomberg/Morningstar research, and client reporting, and familiarity with Wealthstation and FirstRate to support institutional clients.

Must-Have Skills

Bachelor's Degree in FinanceAccountingEconomicsor Business Administration0-2 years investment experience preferred or requiredProficient in Microsoft OfficeStrong communication skillsAbility to learn Wealthstation and FirstRate

Nice-to-Have Skills

MBA or CFAInvestment experienceBloomberg / Morningstar familiarity

Required Skills

Portfolio reportingWealthstationFirstRateBloombergMorningstarInvestment modelsMutual fundsCompliance documentationMonthly compliance reportingClient reportingResearch and analysisMS OfficePowerPoint

Hard Skills

Portfolio reportingWealthstationFirstRateBloombergMorningstarInvestment modelsMutual fundsCompliance documentationMonthly compliance reportingClient reportingResearch and analysisMS OfficePowerPoint

Soft Skills

Good communicationInterpersonal skillsWritten and verbal communicationAnalytical skillsProblem solving

Certifications

Preferred

MBACFA

Industry & Role

Industry Banking

Job Function Produce timely client reports and support portfolio management efforts.

Role Subtype Portfolio management

Keywords for Your Resume

institutional associate portfolio managerportfolio managementinvestment reportingwealthstationfirstratebloombergmorningstarinvestment modelsmutual fundscompliance documentationmonthly compliance reportingclient reportingresearchms officepowerpointinvestment managementbankingohiocincinnation-site

Deal Breakers

Bachelor's degree not in finance-related field, Lack of familiarity with Wealthstation or FirstRate, No experience with investment reporting tools

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