Associate Portfolio Manager

San Francisco, California
$100k - $175k
Dec 20, 2021
Jan 19, 2022
Industry Sector
Investment Bank
Employment Type
Full Time

Title: Associate Portfolio Manager

Location: San Francisco

Salary: $100k - $175k

Experience: 2+ years


The Associate PM will support three senior portfolio managers with AUM over $3 billion and a team of 12 professionals delivering high-net-worth services.

Job duties will include: trading, account reviews, asset allocation, investment research / due diligence, presentation and client meeting support, and interaction with internal sales and operations. CFA or current enrollment in CFA program, MBA or Masters in Finance, and some investment experience required. Outstanding potential for revenue participation and compensation upside. Please do not apply if you do not currently live in or near San Francisco, or have immediate plans to move.

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