About this role
Portfolio Manager at Southern Land Company. Location: Nashville or New York City. Role: manage relationships, review performance, prepare reports Requirements: Bachelor’s in Finance/Business; CFA/CFP/CPA; 10+ years in financial services or wealth management; proficient in MS Office. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite (Outlook, Excel, Word) Certifications: cfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English