Portfolio Rebalancing Associate

2 days ago

Philippines Tahche Outsourcing Services Full time $60,000 - $80,000 per year

e are an independent investment and insurance advisory firm offering customized wealth management, investment consulting, and insurance solutions to high-net-worth families, executives, and business owners. Our experienced professionals collaborate with clients and their advisors to deliver tailored strategies using advanced planning techniques and financial products. We are committed to long-term relationships built on trust and client-first solutions.

We are seeking a detail-oriented and proactive Portfolio Rebalancing Associate to oversee our portfolio rebalancing system in Black Diamond. In this role, you will be responsible for implementing investment allocation models, managing clients requests for funds, monitoring cash balances, executing trades on a weekly basis, and overall system functionality. The ideal candidate will have a strong understanding of securities, a keen analytical mindset, and a passion for optimizing system processes.

This is a full-time role, on a US shift and on a Work From Home set-up.

If you have the right skill set, this may be your opportunity to enter this fast-growing organization.

DUTIES AND RESPONSIBILITIES:

  • Model Implementation: Implement assigned investment allocation models that align with client objectives. Rebalance according to predetermined tolerance bands.
  • Portfolio Maintenance: Regularly assess portfolio deviation and make necessary adjustments. Make informed trade recommendations when clients have cash needs, considering their investment goals. Manage required minimum distribution buffers and make recommendations when funds are requested. Capture losses when and where appropriate.
  • Cash Balance Monitoring: Monitor cash balances in client accounts to identify funds available for investment as well as implement and track dollar cost averaging schedules. Make timely recommendations on how to allocate these funds effectively.
  • Weekly Trade Implementation: Execute trades on a weekly basis to rebalance client portfolios in accordance with established strategies and guidelines.
  • Rebalancing System Maintenance: Ensure the Black Diamond portfolio management system is functioning effectively. Troubleshoot any issues and implement necessary improvements. Suggest enhancements to processes and systems for better efficiency.
  • Reporting System Maintenance: Assist in maintaining the Black Diamond reporting system for clients and advisors.
  • Fund Research and Proposal System: Utilize Morningstar Advisor Workstation to conduct fund research and prepare client reports.

QUALIFICATIONS:

  • Required US-based securities license Series 65 or Series 7
  • Proficient with portfolio management platforms (such as Black Diamond or Morningstar), MS Excel, and other financial tools used for tracking and rebalancing portfolios.
  • 3-5 years experience in Investment Management, Wealth Management and/or Financial Advisory Firms industry
  • Must be familiar with asset allocation, portfolio analysis, and rebalancing strategies
  • Exceptional command of the English language, both verbal and written.
  • Bachelors Degree or equivalent work experience
  • Ability to multi‐task, work independently and/or within a team, prioritizing work requests to meet deadlines.

  • Associate, Local Corporates

    2 days ago

    Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time $60,000 - $100,000 per year

    Some Careers Grow Faster Than Others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Associate, Local Corporates

    2 days ago

    Philippines HSBC Full time $80,000 - $100,000 per year

    Job Advert DetailsSome Careers Grow Faster Than Others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will...

  • Associate

    2 days ago

    Philippines Deloitte Full time ₱500,000 - ₱1,000,000 per year

    Job Description Title: Associate Are you ready to unleash your potential At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve. We believe we have a responsibility to be a force for good, and WorldImpact is our portfolio of initiatives focused on making a tangible impact on society's...

  • digital marketing associate

    2 days ago

    Philippines Fully Booked Full time ₱300,000 - ₱600,000 per year

    Here at Fully Booked, we're a never-ending story that keeps adding new characters, which is why we're always looking for hardworking, bright, and enthusiastic people who share our passion for books. If you think you're up for the challenge, send us your comprehensive resume at with the subject Job Application - [position]. You may also call our Human...

  • Accounting Associate

    2 days ago

    Philippines Boldr Full time $30,000 - $40,000 per year

    Description A LITTLE BIT ABOUT BoldrBoldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for boldr impact. We employ just over a thousand...

  • Accounting & Finance Associate VA (JOB ID:BENJO)

    2 days ago

    Philippines Inside Out Full time $7,000 - $8,000 per year

    C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. " PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH" JOB TITLE Accounting & Finance Associate VA JOB ID BENJO INDUSTRY Storage Facility LOCATION PH / LATAM JOB STATUS Full Time WORK SCHEDULE 8:00 AM-5:00 PM CDT Monday-Friday SALARY...

  • Sustainable Finance Senior Associate, Asia

    2 days ago

    Philippines GGGI Full time $17,955 per year

    Sustainable Finance Senior Associate, Asia Please note that the deadline is based on Korean Standard Time Zone (KST, UTC+9)INTRODUCTION TO GGGI The Global Green Growth Institute (GGGI) is a treaty-based international, inter-governmental organization dedicated to supporting and promoting strong, inclusive and sustainable economic growth in developing...

  • Finance Senior Associate

    2 days ago

    Philippines Deloitte Full time $40,000 - $60,000 per year

    Job Description Title: Finance Senior Associate Are you ready to unleash your potential At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve. We believe we have a responsibility to be a force for good, and WorldImpact is our portfolio of initiatives focused on making a tangible...

  • Cost & Commercial Manager

    2 days ago

    Philippines Mace Group Full time $60,000 - $120,000 per year

    At Mace, our purpose is to redefine the boundaries of ambition. We believe in creating places that are responsible, bringing transformative impact to our people, communities, and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy site.Within our consult business we harness our unique combination of...

  • Marketing Associate

    2 days ago

    Philippines Bruntwork Full time $40,000 - $60,000 per year

    BruntWork | Part time: less than 35 paid hours per week Work Timezone - Must be a City eg London Vernon, CAWork Schedule Fixed ScheduleJob Type Part time: less than 35 paid hours per week Date Opened 04/04/2025Remote JobIndustry OtherJob DescriptionThis is a remote position.Schedule: Monday through Friday, 8:30 AM to 3:30 PM (PST) – Vernon, CA (Includes a...