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Job description
CFA Institute is seeking a Portfolio Manager to serve high net worth and institutional clients in Milwaukee, WI. The role involves portfolio management, client service, and business development tasks. Ideal candidates should have 10+ years experience, a degree in Finance or a related field, and strong knowledge of market trends.
This position offers 4 days in-office and 1 remote workday, fostering a collaborative environment while maintaining high ethical standards.
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Worksite address
milwaukee, WI, 53244, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.