Assistant Portfolio Manager
KMA Human Resources Consulting(14 days ago)
About this role
Spinnaker Trust is seeking an Assistant Portfolio Manager to support trading, portfolio management, and asset allocation within its Portland, Maine office. The role involves working closely with Client Advisors to understand client objectives and maintain client portfolios, leveraging various financial modeling and management software. The position is ideal for someone interested in investment models, asset allocation, and client service within a collaborative environment.
Required Skills
- Excel
- Word
- PowerPoint
- MoneyGuide
- Tamarac
Qualifications
- Bachelor’s degree in related field
About KMA Human Resources Consulting
kmahr.comKMA Human Resources Consulting (KMA HR) is a New England–based HR firm that provides HR, recruiting, and compensation consulting. They partner with organizations to design practical HR strategies, improve talent acquisition, align pay and benefits, and manage compliance and employee relations. Branded “We are HR.™,” KMA emphasizes experienced, hands-on consultants who help businesses prosper through tailored, scalable solutions. Their services support employers across industries looking for strategic HR advice and implementation.
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