Associate Portfolio Manager – Personal Wealth

Empower

. Manage and oversee the separately managed account (SMA) on a day-to-day basis .

Posted 9/22/2026full-timeUnited StatesSeniorLead💰 $125,400 - $181,875 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management and investment strategy, with strong analytical skills for conducting performance analysis and market research. Proficient in client communication and collaboration with investment teams to identify market opportunities and risks.

Highest-signal resume keywords

Portfolio ManagementInvestment ResearchBloomberg ProficiencyCFA DesignationU.S. Equity Sector Research

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio OptimizationInvestment Performance MeasurementData VisualizationQuantitative AnalysisValuation Analysis

Soft Skills

Strong Communication SkillsInterpersonal SkillsCollaborationAbility to Manage Multiple Priorities

Tools & Technologies

Microsoft OfficeBloomberg

Certifications & Qualifications

FINRA Series 63FINRA Series 65FINRA Series 66CFA

Industry Keywords

Investment ManagementSMAPerformance AttributionMarket OutlookSector Research

About the role

Key responsibilities & impact

Manage and oversee the separately managed account (SMA) on a day-to-day basis
Run portfolio optimizations and monitor position sizes relative to targets
Coordinate with the trading team on model and client account adjustments
Produce daily, weekly, monthly, and quarterly strategy performance and attribution reports
Conduct ongoing portfolio and performance analysis
Lead regular investment meetings related to the strategy
Collaborate with the Chief Investment Strategist and co-Portfolio Manager to identify market opportunities and risks
Conduct U.S. sector and industry research, including valuation and fundamentals analysis
Support quarterly and annual economic and market outlook development
Conduct ad hoc investment and market research
Co-author monthly external commentary on SMA positioning, performance, and market developments
Respond to client requests for information
Support client and external communications regarding the investment strategy

Requirements

What you’ll need

Bachelor’s degree required; degree in finance, economics, business, or a related field strongly preferred
7–10 years of relevant experience in investment management, portfolio management, investment research, or a related field
Experience with portfolio optimization
Proficiency with Bloomberg (BBG)
Proficiency with Microsoft Office
Strong analytical and quantitative skills
Strong written and verbal communication skills
Strong interpersonal skills and ability to collaborate effectively with investment, trading, and client-facing partners
Ability to manage multiple priorities effectively
Ability to develop compelling data visualizations
FINRA Series 63 and Series 65 registrations, or Series 66 registration, required; full CFA can be used in lieu of registrations
FINRA Fingerprinting required
Experience conducting U.S. equity sector and industry research
Experience with investment performance measurement and attribution
Experience developing investment commentary or market outlook materials for client or external audiences
Current CFA designation strongly preferred, or progress towards completing CFA (Level I or Level II passed)
Must be authorized to work for any employer in the U.S.
Must provide reliable high-speed internet with a wired connection and a suitable home workspace for hybrid work
Must have fiber, cable, or DSL internet connectivity

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Paid time off program
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Hybrid work arrangement
Other necessary computer equipment provided