Ultimate Staffing · 3 days ago
Investment/Portfolio Manager
Los Angeles County, CA
Full-time
Onsite
Senior Level
7+ years expUltimate Staffing is seeking an Investment Portfolio Manager to join their team of experienced investment professionals. The role involves building trusted relationships with clients and providing holistic wealth management services tailored to their financial goals.
EmploymentHuman ResourcesManufacturingStaffing Agency
No H1B
Hiring Manager
May Mullen
Responsibilities
Develop and implement wealth management and asset allocation strategies tailored to client objectives
Manage portfolios utilizing approved equity and fixed-income securities
Conduct investment research, analyze trends, and interpret company and industry data to support strategies
Monitor accounts, cash flow, and client guidelines; address client requests promptly
Coordinate with internal and external partners to meet clients' broader financial needs
Participate in networking and business development activities to drive new opportunities
Support new business requirements once trained and explore options for bringing on existing clients
Qualification
Required
7+ years of experience in investment management or financial advisory services, either within a team or as a sole practitioner
Proven ability to develop and manage relationships with high-net-worth individuals and families
Strong analytical, organizational, and communication skills
Proficiency in Microsoft Office and portfolio management software; strong technology aptitude
Must be eligible to work in the U.S. without sponsorship
Preferred
CFA, CFP, or MBA preferred
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase