CFA Licensed Portfolio ManagerVirtualVocations • Escondido, California, United States
CFA Licensed Portfolio Manager
VirtualVocations • Escondido, California, United States
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A company is looking for a Portfolio Manager to join their team and shape investment strategies.
Key Responsibilities
Manage portfolios for existing clients, primarily executives in public and private companies
Conduct due diligence on private and alternative investments and analyze client portfolios
Oversee trading operations, lead the Investment Committee, and monitor investment performance
Qualifications
CFA Charter holder in good standing (required)
Minimum 5 years of portfolio management experience
Proven experience with alternative and private investments
Technology-savvy with the ability to master investment platforms
Demonstrated growth mindset and adaptability in a dynamic environment
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Portfolio Manager • Escondido, California, United States
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