Wealth Management Associate Job at NorthStar Advisory Group, New Hope, PA

QndhZjJJWmRhM3ZjVFJkZFQ0M0dKQi92U1E9PQ==
  • NorthStar Advisory Group
  • New Hope, PA

Job Description

Job: Portfolio Manager Associate (PMA)

NorthStar Advisory Group is an independent RIA that focuses on planning and investing for families and small businesses. NorthStar invests all assets through its proprietary models and investment strategies.

This role will report to the Chief Investment Officer (CIO) and work on trading and portfolio administration responsibilities. The role will interface with the entire team, including investing, research, financial planning, marketing, client service and administrators. Candidates should be passionate about wealth or asset management, eager to learn, leverage and grow their skillset. This is an entry level position with upward mobility.  Candidates will work in a hybrid setting and will be required to come to New Hope, PA multiple days a week.

Role includes:

Trading

  • Facilitate trades through our trade order management software system for stocks and ETF’s
  • Trade bonds (corporates, muni’s, treasuries)
  • Utilize our proprietary models to invest new accounts and client cash flows
  • Manage taxation
  • Oversee stock and bond allocations
  • Monitor investment model changes, account groupings, restriction lists
  • News flow on financial markets and portfolio positions

Portfolio Admin

  • Monitor portfolio exposures
  • Run and analyze quantitative models
  • Create and review client presentations
  • Listen to corporate earnings reports and complete templates
  • Maintain performance on models
  • Adhoc reports

Required Qualifications:

  • Bachelor’s degree (preferably in finance or economics), MBA a plus
  • Candidate has experience or had an internship in financial services
  • Proficient in Excel
  • Ability to work in a team environment (virtual via Teams and Zoom)
  • Strong attention to detail
  • Ability to multi-task
  • Excellent organizational skills
  • Excellent communication skills
  • Experience with any of the following: trade order management systems, Black Diamond, Schwab or FactSet a plus

Compensation:

  • Compensation will include a salary and discretionary bonus
  • Salaries are reviewed mid-year and bonuses at end of calendar year
  • Total compensation will be commensurate with experience

Benefits include:

  • Healthcare benefits
  • 401k/profit share plan
  • 15 days off (annually)
  • Working hybrid

Job Tags

Internship, Remote job,

Similar Jobs

Accountable Healthcare Staffing

Registered Nurse (RN) - Intensive Care Unit (ICU) Job at Accountable Healthcare Staffing

 ...day and nights available Job Requirements Experience: 2+ years of RN ICU experience (DKA; Post Op, Sepsis) License: Active NY RN...  ...in major medical centers, community-based hospitals, outpatient clinics, sub-acute care & rehab hospitals, correctional and long-term care... 

Futuristic Films

Post Production Assistant Job at Futuristic Films

 ...JOB OPPORTUNITY Futuristic Films is seeking a Post Production Assistant to provide support to the Post Producer and the internal Post Department...  ...assets such as VO talent, and assisting in the search for music & stock footage. Welcoming opportunities to continue... 

Sysco

Sales Consultant II Allentown, PA - Industry-Leading Company Experience (Hiring Immediately) Job at Sysco

 ...Who We Are: Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution... 

Beer Financial Group

Entry-Level Financial Advisor Seeking Athletes Job at Beer Financial Group

 ...Rashidfarrukhi - Chief Recruitment Officer: How long with NM? Joined Northwestern Mutual in January 2020. Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience. Passionate About? Community... 

Foster Fuels

Human Resources Intern Job at Foster Fuels

 ...department heads on special projects and other assigned tasks. The internship will be a temporary position not expected to exceed 10-week...  ...for policies, training, strategic planning, and other human resource related issues. Provides support on projects and implementations...