Client Portfolio Manager
Insight Global
Salary: Starting at 90k based on experience. Salary range depends on years of experience
Insight Global is seeking a CPM to work closely with our portfolio management team and will be expected to confidently represent the team in client meetings and prospective client presentations.- Manage portfolio construction
- Asset allocation
- Investment markets
- Comfortable discussing our investment philosophy, portfolio positioning, and performance with financial advi and their clients. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Required Skills & Experience
• Bachelor's degree in finance, accounting, economics, business, or related field preferred.
• 3-7 years of investment management experience
• Passed at least CFA Level II (or is a CFA charterholder)
• Strong understanding of portfolio construction, asset allocation, and investment markets
Nice to Have Skills & Experience Experience supporting separately managed accounts, ETF strategies, model portfolios, or OCIO relationships
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Vacancy posted 1 day ago
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