Portfolio Management: Multi-Asset jobs in Passed CFA Level III (Charter Pending)
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We are seeking product development professionals at the SVP, VP, and Associate/Analyst levels to join the newly formed Product Development team.
Oversight of managed accounts. Develop a third party investment model and oversee internal model, both heavy with ETF's.
Direct the execution of investments for a number of Investment Pools and Programs, with portfolios ranging in size from $500M to 12B.
FINRA is seeking a well qualified CFA preferred individual to lead, develop and implement FINRA's investment strategy.
ABOUT OUR FIRM: We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth f...