Portfolio Manager
Portfolio Manager
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 a Portfolio Manager, you'll manage trading and portfolio management.
- As a 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 the 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 fields; portfolio management or securities trading experience
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Posted: Feb 16, 2023
Job #: 23-00041
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