Portfolio Management: Equities Private Wealth Management Firm Passed CFA Level II Full Time 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.
The job requires serving the requirements of our US-based buyside client. Work will involve assignments that facilitate decision making to the client.
Provide e2e support to investment company clients for timely preparation of financial statements, portfolio schedules and any mandatory reporting.
The Client Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support, within a team concept.
Assist in the investment research process and demonstrate an understanding of our portfolio and respective industry coverage group.