Portfolio Manager

$70,000 - $80,000/Yr

Anonymous - Irvine, CA

Full-time - Entry Level

Remote - Irvine, CA

About the position

We are seeking a detail-oriented and analytical Portfolio Analyst to join our team. The ideal candidate will be responsible for providing support to the Wealth Advisors, conducting trades/rebalances for client portfolios, and analyzing investments. This role requires a strong understanding of financial concepts and the ability to analyze complex data and problem-solve.

Responsibilities

• Respond to Wealth Advisor/Client Service Specialist inquiries
• Invest daily deposits according to client portfolio specifics
• Raise cash for requests or monthly withdrawals according to client portfolio specifics
• Analyze certain investment funds
• Assist in reconciling data/running performance reports/document filing

Requirements

• Prior investment management experience
• Strong understanding of financial concepts
• Excellent administrative/organizational skills
• Proficient in PC, Excel, and Microsoft Office skills
• Ability to multi-task, prioritize, and work as a team
• Trading experience
• Bachelor's Degree

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Gym membership
• Health insurance
• Paid time off
• Vision insurance