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Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the portfolio manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about individual portfolios, but also help us define KPIs and create a roadmap for companywide operations.
Location: Pasadena, CA
Responsibilities:
Experience and Technical Requirements:
Company, Salary & Benefits Information:
Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors. Learn more about us at www.sfgrpc.com.
At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for candidates who share our values and are passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.
Full Time
$102k-143k (estimate)
09/09/2024
09/25/2024
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.