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Assistant Portfolio Manager
Pittsburgh, PA
$30k - $65k/yr
Full time
Posted 13d ago
Job Description
Role overview
We are seeking a dedicated assistant portfolio manager to join ELM Capital Management, LLC / Jones Law Group. The role involves interfacing with clients, supporting the Senior Portfolio Manager with portfolio construction, asset transfers, and trades, and coordinating with clients and Charles Schwab regarding account matters.
Key responsibilities
- Assist the Senior Portfolio Manager with portfolio construction and related tasks
- Handle asset transfers and execute trades as directed
- Serve as a point of contact for clients and liaise with Charles Schwab on account matters
Licensing and qualifications
Candidate must hold a Series 65 license or be willing to obtain one.
Employment type and compensation
- Job types: Full-time and Part-time
- Salary: $30,000.00 - $65,000.00 per year
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Location and relocation
Location: Pittsburgh, PA 15222. Relocation to the area is required before starting work.
Work arrangement
Work location: In person