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Portfolio Manager
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Full-time
- Maintaining existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends.
- Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Professional certification such as a Chartered Financial Analyst (CFA), or similar qualification.
- FINRA Series 65, NASAA Series 66 and/or FINRA Series 7 licenses.
- Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
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