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Investment Portfolio Coordinator

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

Riviera Wealth Management is seeking a skilled Portfolio Management Associate to join our wealth management firm. As a Portfolio Management Associate, you will be responsible for assisting financial advisors and portfolio managers in handling investment management activities.

Responsibilities:
  • Assist financial advisors and portfolio managers in preparing meeting materials for clients and prospective clients
  • Manage simple to complex investment portfolio activities for our investment accounts, which include the day-to-day operations of managing a portfolio of individual stocks, 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