Portfolio Manager
Rkl · Lancaster, PA
The role
The Portfolio Manager is responsible for managing client investment portfolios, developing investment strategies, and ensuring compliance with regulations. They collaborate with wealth advisory teams, conduct research on global economics, and maintain client relationships. The role requires a bachelor's degree, 3+ years of experience in investment advisory, and relevant certifications such as FINRA Series 65 or 7 and 66, CFA, or CFP.
- Location
- Lancaster, PA
- Level
- Mid
- Experience
- 3+ yrs
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 7 days agothe first time we saw it
Experience and education
- 3+ years of relevant experience
Key skills
- communication
- analytical
- problem-solving
- financial management
- networking
- crm
- microsoft office
- bloomberg
- charles schwab
- tamarac
- portfolio management
- trading
- market structure
- asset allocation
- investment strategy
- financial planning
- trust
- estate planning
- compliance
- research
Extracted from the employer’s posting. Read it in full on Rkl’s careers page
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Other roles at Rkl
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- Senior Portfolio ManagerLancaster, PA