CFA Licensed Portfolio Manager

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