Client Portfolio Manager
Insight Global
CPMRequired skills and 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 and experience: Experience supporting separately managed accounts, ETF strategies, model portfolios, or OCIO relationships.Job description: 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 constructionAsset allocationInvestment marketsComfortable discussing our investment philosophy, portfolio positioning, and performance with financial advisers and their clients.
Vacancy posted 17 hours ago
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