Job Description

Position: ASSOCIATE PORTFOLIO MANAGER – On-Site | Miami, FL

Company: CV Advisors

About the Company

CV Advisors is an independently-owned Family Office and SEC Registered Investment Adviser based in Miami, FL, serving ultra-high-net-worth families and institutional clients across the United States and internationally. The firm is committed to a boutique and highly personalized approach to investment management and advisory services.

Role Overview

We are seeking a meticulous, intelligent, humble, and proactive Associate Portfolio Manager to join our team 100% on-site in our Miami office. This role supports a Portfolio Manager in delivering exceptional service to clients by managing investment plans, execution workflows, operations coordination, and continuous communication with both clients and key counterparties. This position offers long-term growth and direct exposure to the Investment Committee.

Key Responsibilities

• Support the Portfolio Manager across all investment and client-focused activities to ensure outstanding service delivery.
• Assist in preparing investment plans and analytical materials for client portfolios aligned with liquidity needs and overarching strategies.
• Coordinate trade execution with the PM, Operations team, and external counterparties; monitor trade pipelines and follow-ups.
• Maintain ongoing communication with clients and counterparties, ensuring requests are handled efficiently and accurately.
• Partner internally with Client Services, Research, Operations, and other business units to support workflow efficiency and client satisfaction.

Qualifications

• Minimum of 5 years of experience in financial services (private banking, buy-side research/analysis, wealth management, client advisory support, or related functions).
• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field required.
• Strong proficiency in Excel, PowerPoint, and Word.
• Exceptional organizational skills and attention to detail.
• Highly professional interpersonal and communication skills.
• Bilingual proficiency in English and Spanish strongly preferred, both written and verbal.

Compensation & Benefits

• Highly competitive salary
• Performance bonus structure.
• Health, dental and vision insurance.
• Corporate wellness program.
• 401(k) plan with 4% employer match.
• Extensive training and professional development support.
• Monday to Friday, on-site in Miami (no remote option).

Soft Skills & Values

• High integrity and discretion.
• Analytical strength and strong investment acumen.
• Humility, curiosity, and eagerness to develop professionally.
• Service-oriented mindset with strong client relationship skills.

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