Portfolio Management Analyst
A Portfolio Management Analyst is wanted for Pointwealth Capital Management in Encino, CA. Customize comprehensive investment strategies with equities, fixed income and alternative investments; Review portfolio investment parameters and build investment reports; Monitor investment metrics; Track and research daily financial markets and portfolio management products; build and maintain model portfolios; and analyze portfolio performance attribution. Must have a Master’s in finance or a related field of study. Must have 12 months of exp. in the job offered or related field. Exp. must include model management, client profiling, and use of Morningstar and E-money tools. FINRA series 7 and 66 licenses required. Send resume to Pointwealth Capital Management, 16130 Ventura Blvd, Suite 590, Encino, CA 91436. Attn: Sandra Cho.