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Portfolio Manager

Preferred Location:
South-West,West
Open to Relocation:
Yes
We are currently representing a Portfolio Manager, CFA/CAIA, at a 1B+ AUM RIA. Details below:
  • Excellent interpersonal and communication skills; very client facing
  • Manages public and private market portfolios for 10M+ level clientele including  private real estate and venture investments
  • Led the tech transition from Orion to Addepar, improving operational efficiency and data integrity
  • Exploring opportunities with compensation packages in the low to mid 200s

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