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Hybrid Associate Portfolio Manager - Data & Strategy

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial advisory firm in Santa Clara, CA, is seeking an Associate Portfolio Manager to support senior investment professionals in developing strategies for clients. This role involves collaboration across teams to implement investment solutions and requires strong analytical and technical skills. Candidates should possess a BA/BS and have at least 5 years of relevant experience. Funds and benefits include health plans and a discretionary bonus, reflecting a commitment to individual merit in a supportive work culture.
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Position Requirements
10+ Years work experience
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