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Portfolio / Head Trader

5 months ago

Pleasanton, United States Financial Recruiters International Full time

Our client is an exciting growing Fee Only Wealth Management firm that is looking for a Head Trader / Portfolio Manager.


If you are a highly motivated self started with good skills in Excel, Trading and Portfolio. This may be the last job you will ever take


We're in search of a meticulous and highly skilled individual with 5-7 years of experience in block trades, Black Diamond, and proficiency across both brokerage and advisory platforms. Advanced Excel skills are a must, coupled with self-motivation and the capacity to thrive whether working collaboratively or independently. A spotless compliance record is essential.


Preference will be given to candidates with a CFA designation.


This role is located in the East Bay near 580 and 680 Junction.

Relocation is not offered for this position. Must live in market and / or commute