Portfolio Analyst/Manager

Location
Irvine, California
Salary
Small firm so relative to responsibility but high ceiling if a good fit
Posted
04 Aug 2021
Closes
25 Aug 2021
Employment Type
Full Time
Education
Bachelors

Perform Research for multi asset high net worth portfolios including alternative assets. Structure and implement trading models working with owner/advisor. Custodial assets at Schwab and TD Ameritrade. Trading software used currently is Orion/Eclipse and IRebal. This can be an entry level position whereby candidate can be trained but it is preferred that that the candidate have some prior experience in research and trading portfolios. Certification not required but a positive.

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