
Senior Portfolio Trader & Strategy Lead
Morton Wealth, Calabasas, CA, United States
A financial advisory firm in California is looking for a Portfolio Manager to oversee trading and rebalancing activities, support client allocations, and ensure accurate reporting. The ideal candidate will have at least 5 years of experience in portfolio management and progress towards the CFA designation. The role emphasizes excellence and ethical values, with a competitive compensation package and opportunities for career advancement.
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