Investment Portfolio Manager

2 weeks ago


Newport Beach, California, United States Jobleads-US Full time
About Canterbury Consulting

Canterbury Consulting is a professional services firm that provides investment advice to clients with diverse needs and risk preferences.

We customize each client's portfolio based on their unique requirements, investing in traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets.

Our team has been recognized as one of the Best Places to Work by the Orange County Business Journal and Best Places to Work in Money Management by Pensions & Investments.

Job Summary:

  • Assist senior investment consultants in producing client deliverables, including performance reports, asset allocation studies, and portfolio analyses.
  • Coordinate new account setup with clients, custodians, managers, and brokerage firms.
  • Analyze financial data and provide insights to support investment decisions.

Required Skills and Qualifications:

  • Bachelor's degree in finance, economics, or a related field.
  • Excellent analytical and problem-solving skills.
  • Strong communication and teamwork abilities.

Benefits:

  • Medical, dental, life, disability, and vision insurance.
  • ~11 paid holidays and 17 days of Paid Time Off (PTO) per year.
  • Flexible schedule options.


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