Associate Portfolio Manager – Wealth Management (Hybrid)

About the Opportunity

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Responsibilities

• Work closely with Investment Director and other senior members of the team to administer investments in client accounts
• Work as needed as part of the portfolio management team to support trading and portfolio management functions
• Work on model changes and rebalancing for Tamarac accounts
• Monitor asset allocation of client accounts and conduct rebalancing utilizing trade order management system as necessary
• Monitor cash levels in client accounts and adjust as necessary
• Produce periodic reports from trade order management system as necessary
• Work with compliance to document and report on trading activity
• Assist with other compliance related tasks
• Enter, maintain and report on data in portfolio management system
• Collaborate with Financial Advisors to enter and analyze data in investment portfolio proposals as necessary

About You

• Undergraduate degree required, preferably in business, finance or economics related major; participation in the CFA program preferred
• 3-5 years experience in investment related field; portfolio management and/or securities trading experience
• Strong interest and knowledge in financial planning and wealth management
• Interpersonal skills, productive working within a team structure
• Excellent written and verbal communication skills and presentation skills
• Ability to work independently and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
• Strong attention to detail and accuracy
• Ability to organize and present data; strong Excel and/or programming skills a plus
• Experience with Tamarac or other trade order/portfolio management software
• Experience with Bloomberg, Morningstar, Schwab, and Fidelity platforms

Compensation

Our base pay range is $79,000.00 - $110,000.00 (per year)

Benefits

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

About Company

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.