Equity Portfolio Manager

Mtbachelor

Radnor, Pennsylvania, United States of America
Base: $128,100.00 - $213,500.00; bonus/equity: not...
Not specified
Conduct fundamental research on companies
Strong understanding of capital markets
Experience mentoring and developing teammates
Mtbachelor is seeking an Equity Portfolio Manager to enhance portfolio outcomes for clients through in-depth research and investment strategy implementation. The ideal candidate will possess strong analytical skills, experience in capital markets, and a collaborative mindset, along with relevant industry experience

Job Summary

  • The Equity Portfolio Manager will identify and recommend investments to enhance portfolio outcomes for clients.
  • This role involves co-managing a technology-oriented portfolio and conducting in-depth research.
  • The successful candidate will also participate in client meetings to strengthen relationships and drive new business.

Matching Summary

Match Score: 85

Mtbachelor is seeking an Equity Portfolio Manager to enhance portfolio outcomes for clients through in-depth research and investment strategy implementation. The ideal candidate will possess strong analytical skills, experience in capital markets, and a collaborative mindset, along with relevant industry experience.

Salary

Base: $128,100.00 - $213,500.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Conduct fundamental research on companies
  • Strong understanding of capital markets
  • Experience mentoring and developing teammates

Nice-to-have

  • Proven investment thought leader
  • Experience communicating insights
  • Ability to work in a team environment

Key Requirements

  • Bachelor's degree with 5 years of experience
  • CFA designation preferred
  • Minimum of 10 years relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter