Client Portfolio Manager Content

VirtualVocations
Anaheim, California, United States
Full-time
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A company is looking for a Client Portfolio Manager, Content to collaborate on investment-related content.Key ResponsibilitiesWrite, review, and edit economic, market, and asset class-specific contentProduce monthly and quarterly performance commentaries for various funds and portfoliosSupport editorial logistics and project management for internal materialsRequired QualificationsMinimum of 3+ years in a writing and editing role at an asset managerFINRA Series 7 and 63 or ability to obtain within 6 monthsUniversity degree preferredExperience in a fast-paced, deadline-driven environmentAbility to work with high-level investment professionals

3 days ago
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