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Chadds Ford

    Portfolio Manager - Chadds Ford, United States - CFA Institute

    CFA Institute
    CFA Institute Chadds Ford, United States

    4 weeks ago

    Default job background
    Description
    Smithbridge Asset Management, Inc. is an independent registered investment advisory firm located in Chadds Ford, Pennsylvania.

    The firm was founded in 1997 and provides investment management and financial planning services to HNW individuals and small institutions.

    Portfolios are managed internally utilizing individual stocks, bonds, and ETFs.

    Due to recent growth we are seeking a CFA/portfolio manager to assist the Chief Investment Officer in all aspects of the investment process.

    Duties will include security analysis, portfolio management, client servicing and assisting with trading and other firm services.


    Position:
    Portfolio Manager


    Requirements:
    CFA, 5-10 years experience. Strong analytical skill as well as strong communications and writing abilities. Must be able to work in a team environment and multi-task.

    #J-18808-Ljbffr

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