Senior Portfolio Management Specialist
1 week ago
We are seeking a highly experienced Senior Portfolio Management Specialist to join our investment management team. In this role, you will be responsible for delivering and servicing the investment platform to our network of advisors.
The ideal candidate will have a strong background in portfolio management and consulting support, with excellent research and due diligence skills. You will also have experience in market commentary and capital market transactions, as well as outsourced CIO services and portfolio management.
In this position, you will have the opportunity to work with a talented team of professionals and contribute to the growth and success of our business.
Estimated Salary: $150,000 per year
Key Responsibilities- Deliver and service the investment platform to our network of advisors
- Provide portfolio management and consulting support
- Conduct research and due diligence on potential investments
- Develop and implement market commentary and capital market transactions strategies
- Manage outsourced CIO services and portfolio management
Benefits:
We offer a comprehensive benefits package, including health, dental, and vision insurance. Our company is a leading provider of wealth tech solutions, with over 10 years of experience in the industry. We have a strong track record of success, with over $100 billion in assets under management.
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Portfolio Manager
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Portfolio Manager
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