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Portfolio Management Specialist: Trading & Cashflow Expert
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-05-31
Listing for:
TalentWealth
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Portfolio Manager, Banking & Finance
Job Description & How to Apply Below
Talent Wealth is seeking a Portfolio Management Associate in Tampa, Florida. This critical role involves managing client investment databases, processing trades, and reconciling cash flows while directly reporting to the Chief Investment Officer.
The ideal candidate should have at least 5 years of active trading experience and a bachelor's degree in a relevant field. Proficiency in RIA custodial platforms and strong analytical skills are essential.
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