Associate Portfolio Manager (Bay Area, CA, Hybrid)

About the Opportunity

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients.

As an Associate Portfolio Manager on the Investment Management Team, you’ll play a pivotal role supporting senior investment professionals in the development and oversight of investment products and processes to help our clients achieve their financial goals. This is an opportunity to work in a fast-paced and highly collaborative environment, applying your knowledge of finance, investment operations, and product development to develop scalable solutions for clients.

Responsibilities

• Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies
• Assist in the design and creation of processes and tools to support and scale the portfolio management function
• Work with wealth planning professionals to develop and manage customized strategies for retail clients
• Perform ongoing reviews and analysis of our clients’ customized portfolio strategies
• Help evaluate and ensure the quality of our investment advice and transactions

About You

For this role, we are seeking a candidate who loves diving into data, solving complex problems, and finding smarter ways to do things. If you’re passionate about building strong processes and bringing analytical insights to portfolio management, this might be the role for you!

Eligibility

• BA/BS with strong analytical and quantitative skills and an excellent academic record
• 5+ years relevant experience in the investment management industry preferred
• Strong technical and programming skills, including advanced Excel, SQL, Python for automation and analysis, and data visualization tools such as Tableau and QuickSight
• Good understanding of portfolio theory and knowledge of financial instruments
• Familiarity and experience with trading operations, retail wealth management, or retirement plans a plus
• Excellent communication and interpersonal skills, and ability to interact with business partners, investment management partners, planners and others

Benefits

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. Final base pay will be determined based on factors including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Company

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.

For more information, please visit EdelmanFinancialEngines.com.