Associate Portfolio Manager - Wealth Management (Hybrid)

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.

Our Headquarter office located in Torrance, CA is hiring for an Associate Portfolio Manager. The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Duties and 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
Provide progress reports to manager and senior team members communicating timelines, delays, projected and mitigated issues, and outcomes
Perform duties consistent to plan and within a professional framework representing the Company's goals and objectives
Perform additional duties as necessary in order to support and enhance investment department objectives
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance