- Salary
- $40k – $180k/yr
- Location
- South San Francisco, San Mateo County
- Type
- Full-time
- Department
- Management
- Seniority
- Manager
- Education
- Bachelor
- Closing date
- Apr 20, 2026
- Source
- GoHire
Description
OverviewWe are seeking a skilled professional to manage investment portfolios and ensure optimal performance for our clients. This position involves strategic planning, analysis, and a deep understanding of market trends to deliver superior results.Key ResponsibilitiesDevelop and implement investment strategies tailored to client needs.Monitor portfolio performance and make adjustments as necessary.Conduct comprehensive market research and analysis to identify investment opportunities.Maintain strong relationships with clients, providing regular updates and insights.Collaborate with other financial professionals to ensure cohesive investment approaches.RequirementsBachelor's degree in Finance, Business, or a related field.Proven experience in portfolio management or a similar role.Strong analytical skills and proficiency in financial modelling.Excellent communication and interpersonal skills.Ability to work under pressure and make informed decisions quickly.Nice to haveProfessional certifications such as CFA or CFP.Experience with alternative investments and asset allocation strategies.Familiarity with financial software and tools.