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Wealth Management Portfolio Manager

3 weeks ago

Redondo Beach, California, United States Riviera Wealth Management Full time

Riviera Wealth Management is an independent professional wealth management firm dedicated to providing comprehensive wealth management services to our clients. Our financial advisors work one-on-one with individuals, families, and businesses to create custom investment portfolios tailored to their objectives and risk tolerance.

Key Responsibilities
  • Assist financial advisors and portfolio managers in handling investment management activities related to account administration, portfolio trading responsibilities, and preparation of meeting materials for our clients and prospective clients
  • Manage simple to complex investment portfolio activities for our investment accounts, including the day-to-day operations of managing a portfolio of individual stocks, individual corporate/municipal bonds, ETFs, mutual funds, etc.
  • Prepare and execute trades on a portfolio and account level with high accuracy
  • Perform investment research, keep informed of developments in the investment management industry, and confer with our client's tax accountants, attorneys, etc., to determine the consequences of investment decisions and resolve account issues
  • Collaborate and support Financial Advisors and Portfolio Managers in creating optimal investment portfolios/strategies that utilize individual securities, ETFs, mutual funds, and open investment platforms to maximize returns while corresponding with the client's risk tolerance levels
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree or higher preferably in Accounting, Finance, Business, Mathematics, or Economics
  • Minimum 2 years of Industry Experience at a Financial Services or Investment Firm
  • Proficient in Microsoft Office applications (Word, Excel, PowerPoint, etc.) and computer skills
  • Able to research and analyze data, organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
  • Ability to communicate effectively, both orally and in writing, and utilize trading platforms and tools to execute trades