About this role
Senior Portfolio Manager at Mechanicsbank. Location: Palo Alto or Irvine. Role: managing portfolios, conducting due diligence, meeting clients Requirements: Minimum 7 years investment/wealth management experience, in-depth investment and trust knowledge, Bachelor’s preferred, CFA/CFP/CIMA preferred, strong communication, analytical, and compliance skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, cima Commitment: Full Time Workplace: Onsite Languages: English