Portfolio Management: Multi-Asset Private Wealth Management Firm jobs in Full Time
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Found 4 Corporate jobs for open / negotiable
As a member of the investment team this supporting role helps manage the endowment’s assets, track performance and hone systems & processes.
Trust Investment Officer for multi-asset portfolios working with investment advisors, attorneys and clients. CFA charterholder or candidate preferred.
Manages structured equity portfolios maximizing tax efficiency while tracking an index.
The position is primarily focused on acquiring new clients and retaining existing revenue-generating client relationships.
The manager will be an integral part of fund selection, responsible for overseeing fund selection at the strategy level.