Associate | Portfolio Management – Westlake Village, CA (in-person)

The Associate is responsible for optimizing portfolios and initiating equity and fixed income trades based on guidance from the research teams, portfolio targets, and account management guidelines. Associates are responsible for ensuring that portfolio strategy is applied to individual client accounts by demonstrating a deep understanding of investment services and operational policies and procedures.
Requirements: Bachelor’s degree. The candidate should have 1-2 years of relevant experience. He/she should have strong analytical ability with solid quantitative skills. Proven problem-solving skills are essential. Strong attention to detail with the ability to multitask and prioritize in a deadline driven environment required. $67,000 – $70,000 base.

 Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.