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Job Number: 2155565

Portfolio Manager
Napa, Ca
Commensurate with experience

Portfolio Manager

Oversight and management of client assets, trading, re-balancing, and consulting with clients.

  • You must have at least 5 years of experience as a Portfolio Manager

  • Skilled at research, analysis, evaluation, and cash flow management and allocation of accounts.

  • Strong Compliance background, ESG background preferred

  • Must have CFP, CFA or FINRA Series 65

  • Bachelors or higher degree required

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.