+Job summary · This position is hybrid-based out of Canoga Park/West Hills, CA.We are seeking a high-performing IT Portfolio & Project Lead to serve as the operational right hand to the CIO. · +Qualifications5 to 10 years of experience in IT project or portfolio leadership. · Str ...

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio reviewing wealth management analyses and making asset allocation recommendations. The role requires keen attention to det ...

We are seeking a Portfolio Trader to join our team. The Portfolio Trader works on the Centralized Portfolio Management Team and is responsible for managing all portfolio/investment related activities for their respective wealth management teams. · ...