Portfolio Manager
- Recruiter
- Financial Insights Wealth Management
- Location
- Tacoma, Washington State
- Salary
- Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
- Posted
- 28 Jan 2023
- Closes
- 27 Feb 2023
- Job Function
- Investment Advisor/Consultant, Relationship Management, Trading, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- CFA Charterholder, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
- Education
- Bachelors
Medium size woman owned wealth management firm is looking for a Portfolio Manager to work in a small all female team. Oversight of 300 million in AUM consisting of ETF, Mutual funds, legacy stock positions and muni bonds.
Average day consists of: Trading, asset allocation modeling, performance review & reporting, meeting prep for relationship managers, billing review and client cash needs/investment requests.
1-3x monthly: client meetings, writing investment pieces for marketing, attending investment meetings and interfacing with the current 3 person investment team.
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