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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. #J-18808-Ljbffr