Investment Portfolio Manager
6 days ago
**Job Summary**
We are seeking a highly skilled Investment Portfolio Manager to join our team at BluePointe Capital. As a key member of our investment program, you will play a pivotal role in contributing to the overall success of our clients' portfolios.
The ideal candidate will have:
- A strong background in finance with deep knowledge of investment strategies and techniques.
- The ability to execute portfolio rebalancing and make informed, data-driven investment recommendations.
- Experience with portfolio management software (Addepar or similar) and proficiency in Microsoft Excel.
**Responsibilities**
Our Investment Portfolio Manager will be responsible for:
- Research and Analytics: Assist the Director of Investment Strategy in collecting and overseeing investment data, supporting research on various asset classes, and contributing to investment committee discussions on asset allocation models and strategy.
- Associate Relationship Manager: Assist the CEO in managing client relationships, understanding their financial objectives, risk tolerance, and investment preferences, and communicating investment strategies and portfolio performance clearly and effectively to clients.
**Qualifications**
To be successful in this role, you will need:
- A Bachelor's degree in Finance, Economics, or a related field.
- Series 65 or Series 7 license.
- At least three years of experience at a registered investment advisory firm or similar financial/brokerage background with portfolio responsibilities.
**Location**
This role can be based in California, but we are open to considering other geographies. We offer a hybrid work environment that supports flexibility and work-life balance.
**Estimated Salary**: $120,000 - $180,000 per year, depending on experience and qualifications.
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