Portfolio Analyst/Manager
- Employer
- Newport Wealth Strategies, Inc
- Location
- Irvine, California
- Salary
- Small firm so relative to responsibility but high ceiling if a good fit
- Closing date
- Aug 25, 2021
View more
- Job Function
- Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
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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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