Portfolio Manager

Tacoma, Washington State
Starting base salary is $125k plus incentive with cap at $200k plus extensive bene package
28 Jan 2023
27 Feb 2023
Employment Type
Full Time

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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