Associate Portfolio Consultant

Supports financial advisors and high-net-worth clients with tailored investment advice and portfolio solutions. Assists with alternative investment trade execution, portfolio analytics and reporting, strategy implementation, and tax-efficient portfolio construction and transitions aligned with client goals, risk profiles, and preferences.

Responsibilities

• Partner with branch teams to support delivery of investment advice, planning, products, and services.
• Assist with alternative investment trade execution, portfolio analytics, reporting, and strategy implementation.
• Support portfolio construction and transition scenarios, including asset allocation, tax minimization, investments, and asset location.
• Contribute to client consultations and content based on objectives, risk profiles, account mandates, and preferences.
• Coordinate with senior consultants, financial advisors, clients, and internal stakeholder groups.
• Identify workflow improvements and strengthen partnerships that support Home Office service delivery.

Required Skills

• Portfolio analysis
• Portfolio reporting
• Investment strategy implementation
• Alternative investment trade execution
• Asset allocation
• Portfolio construction
• Portfolio transition analysis
• Tax-efficient investing
• Investment product knowledge
• Risk profile and account mandate assessment