Portfolio Management: Equities Private Wealth Management Firm Passed CFA Level II jobs in Bachelors
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Sr PM has the principal relationship responsibility with HNW clients and their FA's and will develop personalized separately managed portfolios.
Provide e2e support to investment company clients for timely preparation of financial statements, portfolio schedules and any mandatory reporting.
The job requires serving the requirements of our US-based buyside client. Work will involve assignments that facilitate decision making to the client.
Assist in the investment research process and demonstrate an understanding of our portfolio and respective industry coverage group.