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Portfolio Management Analyst

Research & Portfolio Design
Full-time · Mid-Senior level · $90,000/yr - $100,000/yr
Calabasas, CA

About the job

Morton Wealth is currently looking to add new talent to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.3 billion in assets across 1,000+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

Our ideal candidate for this role will strive to reflect our core values in the following ways:

  • Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail. Works efficiently and requires little oversight.
  • Ethical - Makes decisions in the best interest of the client and makes recommendations in the best interest of the client.
  • Empowerment - Confident in recommendations and relays information in a way that is repeatable when the advisory team presents to clients. Desires to continue learning and take on a specialty.
  • Empathy - Helps other team members by considering what they will need to be successful.
  • Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.

Daily responsibilities include:

  • Oversees trading team's management of client portfolios, including: investment recommendations, portfolio analysis, rebalancing software, and advisor or client education.
  • Designs models with the investment committee and executes changes.
  • Works to improve processes and efficiencies in dealing with rebalancer software.
  • Oversees performance checks and outside account reconciliation.

Core Competencies

  • Initiative – Identifies what needs to be done and doing it before being asked to or required by the situation.
  • Communicates Effectively – Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
  • Self-development – Actively seeking new ways to grow and be challenged using both formal and informal development channels.
  • Drives Engagement – Creates a climate where people are motivated to do their best to help the organization achieve its objectives.

Our Offer:

  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply here:

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