oraclecloudinfrastructure
This role supports a Texas-based Wealth Management team by assisting Portfolio Managers in overseeing approximately $4.7 billion in assets for high-net-worth families. The position focuses on portfolio management, client preparation, and investment analysis to deliver rebalancing, reporting, and alternative investment pre-screening. It offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role.
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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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