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Office Associate Portfolio Manager - CPM & Platform
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-01-12
Listing for:
Moneta
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
A registered investment advisory firm in Clayton, Missouri seeks an Associate Portfolio Manager to manage and maintain accounts in their asset management platforms. The role includes balancing accounts, trading, and ensuring the portfolios align with their goals. Ideal candidates should have a Bachelor's degree and at least 3 years of experience with investment platforms like Bloomberg or Addepar. Strong proficiency in Excel is crucial.
This is an in-office position.
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Position Requirements
10+ Years
work experience
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