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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