FreshsWood Logo

FreshsWood

Portfolio Manager

Sorry, this job was removed at 11:58 a.m. (PST) on Monday, Mar 02, 2026
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
Remote or Hybrid
Hiring Remotely in United States

We are seeking an experienced Portfolio Manager to manage investment portfolios for our clients. The successful candidate will have a strong background in investment management, excellent analytical and communication skills, and the ability to work in a fast-paced environment.

 

 

Key Responsibilities:

 

 

 

1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance.

 

2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions.

 

3. Develop and implement investment strategies to achieve client goals.

 

4. Monitor and adjust portfolios as needed to ensure optimal performance.

 

5. Collaborate with internal teams, including research, trading, and operations.

 

6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals.

 

7. Prepare and present portfolio performance reports to clients.

 

8. Stay up-to-date with industry trends, regulatory changes, and market developments.

 

 

Requirements:

 

1. Bachelor's degree in Finance, Economics, or related field.

 

2. Advanced degree (e.g., MBA, CFA) preferred.

 

3. Minimum 5 years of experience in investment management or a related field.

 

4. Proven track record of managing investment portfolios.

 

5. Strong analytical, communication, and problem-solving skills.

 

6. Ability to work in a fast-paced environment.

 

7. Proficiency in Microsoft Office, particularly Excel.

 

8. Familiarity with investment management software and systems.

 

Nice to Have:

 

1. Chartered Financial Analyst (CFA) designation.

 

2. Experience with portfolio management software, such as BlackRock Aladdin or FactSet.

 

3. Knowledge of programming languages, such as Python or R.

 

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account