Investment Portfolio Manager

6 days ago


Menlo Park, California, United States MedPro USA Health Services, LLC. Full time

**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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