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Portfolio Manager / Sr Investment Manager

Los Angeles, CA
Well established Wealth Management Firm is looking for a new addition to their team.
Position is located in the West Los Angeles area.
Salary will be discussed during phone interview and is negotiable. 


General Responsibilities 
  • Using Morningstar Office and Morningstar Direct to analyze prospect portfolios.
  • Using MoneyGuidePro to create financial plans for clients and prospects.
  • Putting together presentations based on portfolio analysis and financial planning findings.
  • Preparing hypothetical illustrations for presenting proposed portfolios for prospective clients.
Required Skills and Certifications 
  • Bachelors degree in business, finance, accounting, or equivalent level of experience.
  • 6+ years experience in financial services
  • CFA Charterholder or CFP designation 
  • CPA designation
  • ATTENTION TO DETAIL.
  • Microsoft Office products (PowerPoint, MS Word, Excel).
  • Knowledge of financial products (mutual funds, ETFs, stocks, bonds, etc.).
  • Knowledge of life insurance products (term, whole life, variable annuities, etc.).
Please send resumes directly to anton.tilgren@jba.com for immediate consideration 
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