Portfolio Manager

Description

***Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, leaders in delivering tailored financial solutions, seek a Portfolio Manager for their San Mateo office.

Experience a perfect work-life balance with an 8-hour workday and no late nights or weekend shifts. Enjoy a cozy work environment fostering genuine client connections, complemented by health benefits, vision coverage, and a 401k match. Seize this opportunity to excel in a professional setting that values both your expertise and your well-being.

Some Responsibilities of the Portfolio Manager

• Analyze client investments to match our portfolio strategies, using tools like Albridge and Morningstar.

• Customize investment plans for clients, collaborate with advisors, and manage investment proposals.

• Execute securities transactions, assist with tax strategies, and support asset allocation decisions.

• Proactively monitor portfolios, provide regular reports, and stay updated on market trends.

Requirements

• CFA required

• Able to go into the office 5x a week.

• 8+ years (ideally 10+) of experience in portfolio management

• Experience must be at a wealth management firm

• Bachelor's degree in finance, economics, or a related field

• Demonstrated capability in autonomous work and efficient priority management.

• Proficiency in conducting thorough risk analysis and employing risk management strategies.

• Adept at performing comprehensive research and analysis of investment opportunities.

• Strong analytical prowess coupled with meticulous attention to detail.

• Excellent communication and presentation abilities.

***Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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