Description

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

Our clients excel in delivering outstanding financial solutions, crafted precisely to suit each client's unique requirements. They boast an extensive array of investment offerings and services, spanning from Comprehensive Financial Planning and Advisory accounts to expert management of Annuities, Life insurance, brokerage accounts and more.

Portfolio Manager

San Mateo

Responsibilities:

• 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

Qualifications:

• CFA required

• 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.

Why work here?

• Work-life balance: 8 hour work day, no late nights or weekend shifts!

• Cozy work setting

• Ability to really get to know your clients

• Health benefits, vision, 401k match

*Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.

Feel free to reach out if you have any questions or if you are interested in similar opportunities.

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 (https://www.roberthalf.com/us/en/mobile-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 roberthalf.gobenefits.net for more information.

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