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Emerging Portfolio Manager — Quant-Driven & Client Impact
Job in
Wheaton, DuPage County, Illinois, 60189, USA
Listed on 2026-05-20
Listing for:
CFA Institute
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
CFA Institute in Wheaton, Illinois, seeks an Associate PM for its Custom Wealth Solutions group. The role involves supporting portfolio managers, monitoring portfolios, responding to client requests, and contributing to decision-making.
Ideal candidates should have a Bachelor’s degree and 1-3+ years of experience, showing a strong desire for innovation in investment solutions. Familiarity with SQL and portfolio optimization is beneficial.
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