Multi-Asset Portfolio Manager – Trading & Client Strategy

SteelPeak Wealth; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Professional growth opportunities

Collaborative team environment

Job summary

SteelPeak Wealth in Los Angeles is looking for a qualified investment management professional to oversee client portfolios and provide strategic investment insights. The role requires a Bachelor’s degree in finance, trading experience, and strong communication skills. Benefits include a collaborative work environment and growth opportunities.

Key responsibilities consist of portfolio transactions across assets, compliance with regulations, and relationship management with high-net-worth clients. Strong knowledge of financial markets and advanced Excel skills are essential for success.

Qualifications

• 3+ years of experience in investment management, trading, or financial analysis within wealth management.
• CFA designation or progress toward the CFA charter preferred.
• Proven experience with equity, fixed income, options, and derivatives trading.
• Strong understanding of the financial markets, portfolio construction, and investment strategies.

Responsibilities

• Conduct in-depth research and analysis across various asset classes.
• Manage client portfolios in alignment with investment guidelines.
• Ensure compliance with local and federal regulations.
• Contribute to business development initiatives.

Skills

Investment management

Trading experience

Financial analysis

Client relationship management

Microsoft Excel

Education

Bachelor’s degree in finance or related field

Tools

Tamarac

Addepar

EZE

Fidelity

Schwab

Goldman Sachs

Robinhood

Job description

SteelPeak Wealth in Los Angeles is looking for a qualified investment management professional to oversee client portfolios and provide strategic investment insights. The role requires a Bachelor’s degree in finance, trading experience, and strong communication skills. Benefits include a collaborative work environment and growth opportunities.

Key responsibilities consist of portfolio transactions across assets, compliance with regulations, and relationship management with high-net-worth clients. Strong knowledge of financial markets and advanced Excel skills are essential for success.