```Duties:```
- Develop and implement investment strategies and plans based on clients' financial goals and risk tolerance.
- Conduct thorough research and analysis of investment opportunities, including stocks, bonds, mutual funds, and real estate.
- Monitor and evaluate the performance of investment portfolios, making adjustments as needed to optimize returns.
- Provide regular reports and updates to clients on the status of their investments.
- Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact investment decisions.
- Collaborate with other professionals, such as financial advisors and tax experts, to provide comprehensive financial planning services to clients.
- Maintain accurate records of all investment transactions and client interactions.
```Qualifications:```
- Bachelor's degree in finance, economics, or a related field. Master's degree preferred.
- Proven experience working as an investment manager or in a similar role.
- In-depth knowledge of financial markets, investment strategies, and portfolio management techniques.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills to build relationships with clients and colleagues.
- Ability to work independently and make sound investment decisions based on thorough analysis.
- Proficiency in financial software and tools for portfolio management.investment portfolio, including buying and selling stocks, bonds, and other securities.
Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may be subject to change based on organizational needs.
Job Type: Full-time
Pay: $89,096.86 - $107,299.44 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Health insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- 10 hour shift
- Monday to Friday
- On call
- Weekends as needed
Location:
- Santa Monica, CA (Required)
Work Location: Remote