full-time
Investment Analyst / Trader - Portfolio Management
Pointwealth Capital Management
- Employer
- Pointwealth Capital Management
- Location
- Los Angeles, California, United States
- Working pattern
- on-site
- Salary
- $150,000–$200,000 / year
About the role
Lead daily investment operations, including trading, research, and the management of firm investment models. Collaborate with financial advisors to develop customized recommendations and ensure all activities comply with regulatory policies. Requires a bachelor's degree and 5+ years of relevant experience in portfolio management or trading. Must be fully licensed (SIE, Series 7, 63/65 or 66) or able to obtain these within 90 days.