Job Details |
Interested? Email Us | Never Applied? Apply |
| Associate Portfolio Manager | |
| Job ID: | 00004GF7 |
| Category: | Accounting |
| Location: | CA Westlake Village |
| Hours: | 40 Monday Friday 8AM to 5PM |
| Pay: | $55,000.00 $65,000.00 |
| Wonderful Career opportunity in Westlake CA | |
| Job Description A leading global wealth management firm that offers diversified wealth management services to individuals and private clients in major markets around the world. Through its integrated wealth management platform, company is well-positioned to tailor wealth management solutions for its clients. Company also offers a platform of wealth management services for private client advisors with other firms and investment companies. Position Description The Portfolio Management team is in search of an Associate Portfolio Manager to support the Senior Portfolio Management team and Investment Policy Group, in the translation of portfolio strategy across client accounts. The Associate PM is responsible for optimizing portfolios and initiating equity and fixed income trades based on guidance from the research teams, portfolio targets, and account management guidelines. Associate Portfolio Managers are responsible for ensuring that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment services and operational policies and procedures. Specific responsibilities may include but not limited to Implementing investment decisions for individual client accounts. Day to Day monitoring of equity, fixed income, and cash positions in the accounts. Investing new accounts, reviewing and applying client guidelines, addressing client requests, and managing client cash flows. Liaising with other departments internally, Senior Portfolio Managers, Compliance, SalesMarketing, Trading, and Investment Operations. Utilizing various quantitative portfolio management tools, including portfolio optimization techniques. Project based initiatives for Global Portfolio Management group, Senior Portfolio Managers, research teams, and clientsCompensation Benefits Salary Bonus 401k Healthcare Benefits Medical, Dental, Vision, Life insurance, Pet insurance. Wellness Program - will reimburse up to 75 a month for company. Continuing Education | |
| Skills Required Bachelors degree. 1to 2 years of experience, in a professional capacity industry experience is preferred but not required. Strong analytical and problem solving skills, attention to detail. Strong communication skills written verbal. | |
| Skills Preferred Portfolio Managment experience or experience working in the industry of wealth management is preferred.Series 65 or 66 preferred. | |