Portfolio Manager

Portfolio Manager

Location: Chesterfield, MO
Type: Direct Placement
Pay: 65000.00 - 95000.00 USD per Hour

Want to take your financial experience and portfolio management abilities to a growing wealth firm?

PEG’s client, a growing wealth management firm in West County, is seeking a Portfolio Manager to do just that – manage clients’ portfolios.  


This client offers 100% paid medical, vision, dental, PTO, 401k matching and profit sharing. 

 

WHAT YOU’LL DO: 

  • As Portfolio Manager, you’ll manage trading and portfolio management. 

  • As Portfolio Manager, you’ll perform modeling, research and analysis Monitor asset allocation and conduct rebalancing. 

  • Proactively review investment portfolios; develop and implement transition plans for new accounts. 

  • Enter, maintain and report on data in portfolio management system. 

  • Create and implement tools for financial analysis. 

  • Prepare reports and recommendations on capital management. 

  

TO BE SUCCESSFUL, IT’LL HELP IF YOU HAVE: 

  • Undergraduate degree required, preferably in business, finance or economics related major; participation in the CFA program preferred 

  • 5 years of relevant work experience in investment related field; portfolio management and/or securities trading experience 

 

PEG STAFFING & RECRUITING 

PEG™ Staffing & Recruiting, Inc. (PEG) is a certified woman-owned full-service staffing agency headquartered in St. Louis, Missouri. We're known for keeping the staffing industry on its toes with our energetic (and sometimes relentless) commitment to matching companies and candidates to their better halves! Plus, we're pretty cool to work for, too. For basically forever (we'll let you count the decades) we have been a leader in successfully connecting businesses to superior, advanced, rockstar-level talent in the office administrative, accounting, technology, engineering,  manufacturing, and distribution industries. 

 

As champions for everyone, we are proud to be an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. 

 

Feel like this job is “close, but no cigar” and you really want the cigar? Well, we don’t have cigars, but we’re determined to connect you to a role you’ll love. Send us your resume or check out what we have to offer at www.pegstaff.com
 

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