Duties:
- Manage and oversee a corporate portfolio of investment accounts
- Conduct in-depth analysis of investment opportunities and make recommendations to increase the value of the portfolio.
- Develop and implement investment strategies based on company goals.
- Monitor portfolio performance and make adjustments as needed
- Stay up-to-date on market trends and economic conditions to make inform investment decisions
- Provide regular reports and updates to upper management on portfolio performance
- Collaborate with other departments, such as tax and accounting, to ensure accurate reporting and compliance
- Conduct research on potential investment opportunities and perform due diligence
Experience:
- Bachelor's degree in finance, economics, or a related field
- Must have experience managing large portfolios (At least $100 million under management)
- Experience with Equity & Fixed Income Assets
- Proven experience in portfolio management or a similar role
- Strong knowledge of tax regulations, financial planning, and asset management
- Excellent analytical skills with a strong attention to detail
- Ability to interpret complex financial data and make informed decisions
- Strong communication and presentation skills
- Experience in pension fund or endowment management.
Job Type: Full-time
Pay: $120,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Experience level:
- 7 years
Schedule:
- 8 hour shift
Ability to Relocate:
- Los Angeles, CA 90028: Relocate before starting work (Required)
Work Location: Hybrid remote in Los Angeles, CA 90028