Associate Portfolio Manager

Associate Portfolio Manager (Santa Clara, CA, Hybrid) At reputed company (EFE), our purpose is to guide people with the financial advice they need to reputed company. We reputed company that every dollar saved represents a reputed company of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, reputed company, or in the great unknown reputed company. Our goal is to build long-term relationships based on respect, reputed company, and a belief that our responsibility is to help people reputed company smart investments reputed company in every stage of their lives. Our culture is grounded in our reputed company values: reputed company First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and reputed company other. We are committed to moving reputed company together. If you are inspired by purpose-driven work and a reputed company, values-led culture, we invite you to explore a career with us. As an Associate Portfolio Manager on the Investment Management Team, you’ll play a pivotal role supporting senior investment professionals in the development and reputed company of investment products and processes to help our clients reputed company their financial goals. This is an opportunity to work in a fast-paced and highly reputed company environment, applying your knowledge of finance, investment operations, and product development to reputed company reputed company solutions for clients. In reputed company to an reputed company desire to help people, we are looking for the ideal candidate to complement reputed company’s existing talents. For this role, we are seeking a candidate who loves diving into data, solving reputed company problems, and finding smarter ways to do things. If you’re passionate about building strong processes and bringing analytical insights to portfolio management, this might be the role for you! Responsibilities: • Work with researchers, product and technology, and operations teams to help build, test, and implement new investment strategies • Assist in the design and creation of processes and tools to support and reputed company the portfolio management function • Work with reputed company planning professionals to reputed company and manage customized strategies for retail clients • reputed company ongoing reviews and analysis of our clients’ customized portfolio strategies • Help evaluate and ensure the reputed company of our investment advice and transactions reputed company takes a market-based approach to pay. The expected reputed company salary reputed company for this role nationally is $112,300 - $149,700. However, final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can reputed company more about the specific benefits eligible for this role during the hiring process. Apply tot his job Apply To this Job