Classification: Full-time Compensation: $65000 to $70000 per year
Come join a very progressive and financially successful company that is a great place to work. Looking for a Portfolio Manager/Trader in a
Wealth Management firm. If you are looking for new opportunities, please e-mail your resume directly to [Click Here to Email Your Resumé] or call Michelle Markoya at 503.222.9827.
Portfolio Manager/Trader
Wealth Management firm is looking for a Portfolio Manager/Trader to join its investment policy committee and to implement the committee’s investment decisions in client accounts.
A detail oriented person is critical to this position, as is the ability to operate efficiently in an environment that can be fast paced and demanding. Experience with Portfolio Center is a must and trading experience via Fidelity Advisor Channel or Schwab Institutional is preferred.
Responsibilities:
Monitor and review client Investment Policy Statements
Create and track portfolio models
Account re-balancing
Submitting trade lists
Implement trades for all client accounts.
Data reconciliation
Review client employer retirement accounts and recommend allocation changes
Research best of class no-load fund and ETF choices to fill in asset allocation goals
Skills
? Minimum 4 years relevant experience portfolio management or trading.
? Graduate level degree and/or CFA/CFP® preferred.
? Experience and demonstrated skill in fundamental analysis and financial statement analysis.
? Performance driven, passionate about investing, ability to adapt quickly to rapidly changing market environments, curious, and self-motivated.
? Effective interpersonal skills to help foster a culture of teamwork and knowledge sharing.
? Expertise in Excel
? Familiarity with trade order management systems, ability to quickly learn/master our internal trading systems and work seamlessly with our back office
? Has a personal commitment towards keeping with the overall corporate philosophies and values of the organization
? Understanding of global markets and business environments
Please send your resume to [Click Here to Email Your Resumé]
Founded in 1948, Robert Half Finance & Accounting is the world’s first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates.
Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine’s “World’s Most Admired Companies” list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world’s largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer.
Requirements Bachelors Degree in Accounting or Finance
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