About this opportunity
Veritas Partners lists this Senior Investment Analyst opportunity in richmond, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area.
Find out more about this role by reading the information below, then apply to be considered.
The Senior Analyst is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. xavwley Conducts regular client portfolio reviews, investment research, and provides investment guidance.
Bachelor's Degree required
3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele
Worksite address
richmond, CA, 94801, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.