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Assistant Portfolio Manager

3 months ago

Palm Springs, United States FLC Capital Advisors Full time

Company Description

FLC Capital Advisors is a independent Registered Investment Advisory firm with AUS of approximately 750 Million located in Indian Wells, CA


Role Description

This is a full-time hybrid role for an RIA Assistant Portfolio Manager at FLC Capital Advisors in the Palm Springs, CA area. The role involves responsibilities such as client reporting processes, portfolio construction , portfolio monitoring and rebalancing.


Qualifications

  • Proficiency in Orion Advisors Software, Morningstar Software and Microsoft Excel, minimum 2 years experience
  • Proficiency in public securities and trading, minimum 2 years experience
  • Strong analytical skills and attention to detail
  • Knowledge of RIA regulations and industry standards
  • Excellent communication and problem-solving abilities
  • Bachelor's degree in finance, accounting, or related field