Portfolio Manager

Our client in the financial services industry is looking for a Portfolio Manager to join their team in Los Angeles County.

 

Job Description:

  • Monitor and adjust daily workload
  • Help resolve issues
  • Manage the collateral management processing activity
  • Monitor investment activity
  • Review and suggest improvements to processes, policies and procedures
  • Help resolve discrepancies

 

Requirements:

  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to work both independently and collaborate as part of a team
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic

 

Experience:

  • Bachelor’s degree in accounting, finance, economics or related field and a minimum of 7 years’ relevant experience

Ref # 20730

Elizabeth ValadezPortfolio Manager