Portfolio Manager

4 weeks ago


Stamford, Connecticut, United States Coda Search│Staffing Full time

We are seeking a Portfolio Manager to join our team at Coda Search│Staffing. The ideal candidate will have 3-5 years of investment management experience and a strong understanding of asset allocation and portfolio rebalancing.

Key responsibilities include:

  • Preparing client materials and assisting with quantitative research work
  • Interacting with internal and external constituencies to provide exceptional service
  • Maintaining strong Excel and Python skills

Requirements include a CFA designation, a BA/BS degree, and Series 7 and 66 licenses.



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