COMPANY OVERVIEW
The Coury Firm is a privately held multi-family office, asset management, and business advisory firm. The Coury Firm is headquartered in Pittsburgh, PA and is responsible for advising on more than $2.5 billion of client net worth and over $1 billion of investable client assets. Being a steward of multi-generational wealth for over 40 years, Coury distinguishes itself through its demonstrated ability to solve complex problems for its clients.
REPORTS TO
The Client Portfolio Management Associate will report directly to the co-Chief Investment Officer of the Firm, or their designee.
LOCATION
On-site position in Pittsburgh, Pennsylvania
POSITION SUMMARY
The Client Portfolio Management Associate will primarily be focused on managing and translating top-down portfolio recommendations into client-specific accounts. Working closely with the Asset Management Team as well as the Wealth Advisory teams, the Client Portfolio Management Associate will help implement, administer, and monitor portfolios relative to the Firm’s strategic investment recommendations and client-specific investment policy statements. This role will also be expected to provide custom analytics and reporting on portfolio-related matters.
In addition, this role will be assigned to a variety of projects and given a broad range of responsibilities such as investigating and communicating portfolio disparities, supporting block trades and syndicated investments, working with external vendors and custodians to enhance efficiencies in data integrity and delivery, preparing client-specific portfolio analysis, and providing management with exposure analysis and other ad hoc reporting.
ESSENTIAL DUTIES & RESPONSIBILITIES
The key responsibilities and description of duties described below are not intended to be all inclusive:
QUALIFICATIONS
The Client Portfolio Management Associate must possess the following qualifications:
PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES
The Client Portfolio Management Associate must possess the following characteristics and principles:
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws.
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