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Portfolio Associate

Daley And Associates, LLC
Scarsdale, NY Full Time
POSTED ON 6/6/2026 CLOSED ON 7/5/2026

What are the responsibilities and job description for the Portfolio Associate position at Daley And Associates, LLC?

Our Client, a well established and very successful investment management firm in Westchester County is looking for a dynamic and energetic Portfolio Associate to be an integral part of their team and continued success.


Why Work For Our Client?
  • Excellent Compensation
  • Great Benefits Package
  • Strong Room for Growth
  • Top Notch Leadership Team
Qualifications:
  • Bachelor's Degree in Accounting, Finance, Business or a related discipline Required, CFA or CFA Track a plus
  • Series 7 and 66 licenses Required
  • Excellent Technical Skills, SQL or Python Experience a plus
  • 3-5 years of investment management experience
  • Strong Communication and Interpersonal Skill
Interested parties please send your resume to Martin Metz

at mmetz@daleyaa.com and/or contact him at 617.832.2048





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Salary.com Estimation for Portfolio Associate in Scarsdale, NY
$89,760 to $121,729
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