About this role
Portfolio Manager-Investment Management Group at Rockland Trust Company. Location: Boston, Massachusetts, United States. Role: Lead meetings, Develop portfolios, Advise clients Requirements: 5+ years portfolio management for high-net-worth clients; Bachelor’s in Finance/Economics/Business; CFA/CFP a plus; experience with Bloomberg, FactSet, Morningstar. Category: Finance and Accounting Seniority: Mid Level Tools: Bloomberg, FactSet, Morningstar Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English