What are the responsibilities and job description for the Portfolio Associate position at Daley And Associates, LLC?
Portfolio Associate - Westchester County
A Westchester-based multi-family office is seeking a Portfolio Associate to join its growing investment team. This role offers the opportunity to work across both portfolio administration and investment management, supporting the firm’s partners and clients with a blend of analytical and operational responsibilities.
*Candidates must have their series 7 and 66 licenses to be considered*
Key Responsibilities:
- Lead trade execution, reconciliation, and day-to-day portfolio administration
- Prepare performance, attribution, and asset allocation analyses
- Support financial planning, portfolio reporting, and analytics
- Conduct investment research and data analysis across funds, ETFs, and alternatives
- Assist in preparing client presentations and portfolio materials
Who We’re Looking For:
- 3–5 years of investment management or portfolio operations experience
- Strong proficiency in Excel; Python or SQL skills are a plus
- Experience with Tamarac, E-Money, FACTSET, and similar systems preferred
- Series 7 & 66 licenses required (candidates who do not hold their 7 & 66 will not be considered)
- CFA designation or on CFA track strongly preferred
- Comfortable in a portfolio research/admin support role (not a client-facing or stock-picking position)
- Must be based in Westchester County or lower Fairfield County (Stamford/Norwalk area) NYC-based candidates will not be considered due to the commute
Compensation:
- Base salary: $100K–$140K
- Performance-based bonus
For immediate consideration, qualified and interested candidates should reach out directly to Kelly Hanlon at khanlon@daleyaa.com
Salary : $100,000 - $140,000