Saturna Capital-posted about 1 year ago
$95,295 - $137,000/Yr
Full-time • Mid Level
Braintree, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The IAS Portfolio Manager/Relationship Manager at Saturna Capital will support the Investment Advisory Services department by providing tailored investment solutions to high-net-worth individuals, businesses, and institutional clients. This role involves managing investment models and creating customized portfolios to meet clients' unique financial objectives. The successful candidate will have a strong background in investment management, excel in a fast-paced environment, and focus on building trust-based relationships with clients.
