oracle-cloud.com
The Assistant Portfolio Manager role at Cazenove Capital, part of the Schroders group, supports Portfolio Managers in managing client portfolios and delivering excellent investment management and client service. The position involves handling client inquiries, preparing investment materials, executing trades, and participating in internal and external meetings to stay informed on market insights. This role requires strong communication skills, attention to detail, and a commitment to professional development within a collaborative wealth management environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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