Job Title: Account Manager
Employment Type: Full Time
Location: Financial District, San Francisco
Career Level: Experienced (Non-Manager)
Job Description:
We are seeking an account manager to coordinate investment strategy for the firm's clients. Responsibilities include communication with clients, advising on asset allocation, selecting external investment managers, performing attribution analysis, monitoring portfolios and reviewing performance. Successful candidates should have a thorough understanding of capital markets, asset allocation models and strong analytical and communication skills. Ability to bring new clients to the firm is a definite plus. Undergraduate degree in finance/economics or natural sciences and a minimum of 2 years of relevant investment industry experience are required. Must demonstrate proficient knowledge of Excel/PowerPoint. CFP or CFA (charter holder or candidate) is preferred.
To apply: Please send your resume to info@vegacapital.com
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