Portfolio Manager

4 weeks ago

Chadds Ford, Pennsylvania, United States Smithbridge Asset Management, Inc. Full time
Smithbridge Asset Management, Inc. is an independent registered investment advisory firm located in Chadds Ford, Pennsylvania.

The firm was founded in 1997 and provides investment management and financial planning services to HNW individuals and small institutions.

Portfolios are managed internally utilizing individual stocks, bonds, and ETFs.

Due to recent growth we are seeking a CFA/portfolio manager to assist the Chief Investment Officer in all aspects of the investment process.

Duties will include security analysis, portfolio management, client servicing and assisting with trading and other firm services.

Position:
Portfolio Manager

Requirements:
CFA, 5-10 years experience. Strong analytical skill as well as strong communications and writing abilities. Must be able to work in a team environment and multi-task.

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