• Portfolio Trader at East

    Robert Half Finance & Accounting (San Ramon, CA)
    Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Portfolio Trader - Join a Leading Wealth Management Firm! An ... East Bay Wealth Management Firm, managing $6M in assets, is seeking a Portfolio Trader to join their team. With excellent growth opportunities and a… more
    Robert Half Finance & Accounting (01/24/25)
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  • Portfolio Trader at East

    Robert Half Finance & Accounting (San Ramon, CA)
    …managing around 6 million in assets, located in the East Bay is looking for a Portfolio Trader to join their team. This firm provides excellent ... accuracy. + Rebalance client portfolios. + Generate and review detailed client's portfolio . + Handle client money movement requests in a timely manner. Requirements… more
    Robert Half Finance & Accounting (01/18/25)
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