Position: Portfolio Manager & Trader

Location: Onsite in Stockton, CA

Compensation Range: $100K-$150K

Overview: We are in search of a dynamic Portfolio Manager and Trader to become an integral part of our investment team. This position demands a high level of expertise in managing investment portfolios and executing securities trades. The successful candidate will demonstrate exceptional analytical skills and strategic decision-making to enhance investment performance and drive portfolio success.

Key Responsibilities:

• Strategic Asset Allocation: Develop and implement robust asset allocation strategies to meet investment goals while managing risk effectively.
• Portfolio Management: Continuously monitor and evaluate investment assets, making strategic adjustments to optimize returns and minimize risks.
• Securities Trading: Execute trades across various asset classes including equities, fixed income, and alternatives to align with strategic investment objectives.
• Research and Analysis: Conduct comprehensive market research and financial analysis to guide portfolio decisions and identify new opportunities.
• Due Diligence: Perform rigorous due diligence on prospective investments, assessing financial health, market conditions, and potential risks.
• Risk Management: Implement proactive risk management practices to safeguard investments and ensure regulatory compliance.
• Performance Reporting: Compile and deliver detailed reports on portfolio performance, offering insights and strategic recommendations for improvement.
• Team Collaboration: Work collaboratively with portfolio managers, traders, and analysts to synchronize investment strategies and achieve shared goals.
• Continuous Education: Remain informed on industry trends, market developments, and investment innovations to continually enhance expertise and contribute to team success.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related discipline; advanced qualifications like an MBA or CFA are highly desirable.
• Demonstrated experience in portfolio or asset management, with a proven track record of achieving superior investment results.
• In-depth knowledge of financial markets, investment strategies, and diverse asset classes.
• Strong analytical skills, capable of interpreting complex data to form actionable insights.
• Excellent quantitative abilities, with proficiency in financial modeling and statistical analysis.
• Sound decision-making skills, focused on balancing risk and reward effectively.
• Experience with securities trading and familiarity with trading platforms and systems.
• Outstanding communication and presentation skills, able to articulate complex concepts clearly and convincingly.
• Ability to excel in a fast-paced environment and work collaboratively within a team.
• Possession of FINRA Series 7 and 63 licenses in good standing.

Benefits: This role offers a comprehensive benefits package to support your career and personal growth objectives.