Job Description
Portfolio Associate - Boutique Multi-Family Office in Westchester County Our client, a boutique multi-family office managing over $3 billion in assets, is looking to add a Portfolio Associate to their team in Westchester, NY. This is a great opportunity to join a lean, high-touch environment where you'll work directly with leadership and gain visibility across portfolio operations and investment support functions. Responsibilities: Support portfolio construction and rebalancing Conduct attribution analysis, portfolio reporting, and performance analytics Assist in qualitative and quantitative research of mutual funds, ETFs, hedge funds, private equity, and other investment vehicles Execute and reconcile trades; oversee day-to-day portfolio administration Prepare presentation materials for client and partner meetings, including allocation summaries, performance reports, and financial planning documents Requirements: 5-15 years of investment management experience, including mutual fund/ETF/alternative investment due diligence, and experience with systems such as FACTSET, Tamarac, Morningstar Direct, Salesforce, and E-Money. Strong Excel skills, coding skills, and familiarity with the Microsoft Office suite. CFA or CFA track highly preferred $115K - $200K base (dependent on experience) If you are interested, please apply directly or send a copy of your resume to Cassidy Sullivan at csullivan@daleyaa.com .