What are the responsibilities and job description for the Portfolio Associate position at The Portfolio Strategy Group?
Location: White Plains, NY (Full-Time, In-Office)
Team: Investment & Client Service | Experience Level: 3-7 years
Salary Range: $80,000 - $130,000 annually, based on experience
Portfolio Strategy Group (PSG) is a premier, $2 billion Registered Investment Advisor (RIA) with over 35 years of experience serving high- and ultra-high-net-worth individuals and families. We deliver customized, research-driven investment solutions and pride ourselves on exceptional client service, operational excellence, and thoughtful stewardship of client wealth.
We are seeking a Portfolio Associate to join our investment team in White Plains, NY. This role provides a unique opportunity to learn the business from the ground up, with exposure to both the operational and analytical sides of wealth management. The Portfolio Associate will support client portfolios, participate in investment research, and collaborate with senior portfolio managers — serving as a clear stepping-stone toward portfolio management and research responsibilities.
Key Responsibilities
- Monitor client portfolios, asset allocation, and investment performance, providing analysis to portfolio managers.
- Assist in preparing portfolio reviews, client presentations, and quarterly reporting packages.
- Collaborate with portfolio managers on rebalancing, trade execution, and implementation of investment strategies.
Ideal Candidate
- Bachelor’s degree required, preferably in Finance, Economics, Accounting, or Business Administration.
- 3-7 years of experience in investment research, asset management, or wealth management (internships or professional roles).
- Strong quantitative, analytical, and problem-solving skills.
- Proficiency in Microsoft Excel and PowerPoint; familiarity with FactSet, Bloomberg, or portfolio/accounting software (e.g., Black Diamond, Schwab Advisor Center) is a plus.
- Excellent written and verbal communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Self-starter with a collaborative mindset and interest in building a career in portfolio management.
Why Join PSG
- High-performance culture with opportunity for growth
- Direct access to firm leadership and decision-making processes
- Pathway to client-facing responsibilities
- Collaborative and intellectually engaging team culture
Compensation & Benefits
- Competitive salary
- Annual bonus eligibility
- 100% firm-paid healthcare coverage
- Profit-sharing eligibility after tenure milestones
- Paid time off and support for continuing education and credentials
Salary : $80,000 - $130,000