Senior Portfolio Manager
Virtual Vocations Inc
Leading the investment function for Purposeful Wealth Advisors, the full-time Senior Portfolio Manager will monitor markets, evaluate investment opportunities, oversee portfolio implementation, and provide actionable insights to financial planners and clients in a remote or hybrid work environment. Key responsibilities Lead and refine investment philosophy, asset allocation, portfolio strategies, and implementation Monitor markets and portfolio performance to identify risks and opportunities for portfolio adjustments Oversee due diligence and selection of investment solutions, including ETFs and mutual funds Required qualifications Minimum of seven (7) years of relevant investment or portfolio management experience CFA or CIMA designation preferred; CFP or CPWA designation is a plus Demonstrated success in portfolio construction, asset allocation, and performance analysis Experience with Dimensional Fund Advisors (DFA) is preferred
Vacancy posted 1 day ago
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