About this role
Portfolio Manager - StoneX Wealth Management at StoneX Group. Location: Birmingham, Alabama, United States. Role: constructing portfolios, conducting research, supporting advisors Requirements: 3+ years investment experience preferred; bachelor's degree in finance/economics/accounting preferred; CFA charter or Series 65 preferred; proficiency with Microsoft Excel and Bloomberg; strong portfolio construction, due diligence, and communication skills; authorized to work in the US. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Bloomberg Certifications: cfa charterholder, series 65 Commitment: Full Time Workplace: Onsite Languages: English