To Apply We are an established, dynamic, private investment management firm located in midtown Manhattan. Focused on highly satisfied client relationships, we invest globally for a nationwide client base of high net worth individuals and institutions. You have exceptional communication and interpersonal skills, as well as an MBA in Finance. Strong computer skills are required.
Experience is valued.
You will need to have or obtain your Series 7 license within 3 months of starting and your 66 and 55 licenses within 6 months. Portfolio Management at Rochdale would more appropriately be called Relationship Management. Answering calls from clients and handling requests accurately and efficiently. Making pro-active calls to clients and financial advisors about investment issues or scheduling time with their financial advisors and portfolio managers. Ensuring that the transition from the sales process to portfolio management is smooth and accurate.