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© All Rights Reserved. ApplyBlast.com
HCGN
The Private Wealth Portfolio Manager manages day-to-day strategies, objectives, and risk/return for high net worth and institutional client portfolios within the Private Bank. This middle office, non-client facing role is responsible for rebalancing accounts, assigning benchmarks, and ensuring compliance with regulatory requirements. The position focuses on executing investment plans and monitoring portfolio performance against asset allocation models.
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
View leadership team, funding history,
and employee contacts for HCGN.