About this role
Portfolio Manager at MAI. Location: Independence, Ohio, United States. Role: contacting clients, preparing reports, advising portfolios Requirements: 5+ years in investment management; CFA charter holder or candidate; Bachelor’s in Finance or Economics; broad background in financial markets. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa charter, cfa candidate Commitment: Full Time Workplace: Hybrid Languages: English