Portfolio Management Professional
3 weeks ago
Coldstream Wealth Management is a leading employee-owned, independently-operated firm specializing in wealth management. With 28 years of experience, we've earned the trust of affluent families and businesses by providing a comprehensive, holistic approach to planning and exceptional advice.
Job Title: Associate Portfolio Manager
The successful candidate will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis. The role requires a personable individual with excellent Excel skills and proficiency in Tamarac, Morningstar, and Bloomberg. A CFA candidate with 5+ years of relevant experience in high-net-worth client-facing environments is preferred.
Salary
We offer competitive compensation, typically starting between $90k-$120k plus an annual bonus. Our benefits package focuses on growth, health, and wellness, including fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, as well as a 401(k) match and stock options.
Required Skills and Qualifications
Key responsibilities include:
- Managing multi-asset portfolios using quantitative risk models and optimization
- Serving on the firm's Investment Strategy Group (ISG) to provide input on strategic and tactical asset allocation guidelines
- Executing daily trade orders and model-based portfolio rebalancing
- Maintaining tools and rebalancer settings to increase trading efficiencies
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