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Wealth: Sr Portfolio Manager at B. Riley Securities - ApplyBlast

Wealth: Sr Portfolio Manager

B. Riley Securities

6 months ago

United States

Onsite

Full Time

Senior

0 applicants

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About this role

A Sr Portfolio Manager at B. Riley Wealth manages a $200 million portfolio of mutual funds and ETFs across multiple model portfolios, focusing on strategic asset allocation, portfolio performance, and internal distribution to financial advisors.

Skills

Qualifications

8+ Years ExperienceCFA DesignationCAIACFPFamily Office Experience

About B. Riley Securities

brileysecurities.com

Headquarters

Los Angeles, California, United States

Company Size

201-500 employees

Founded

1997

View Profile

B. Riley Securities is a full-service investment bank providing corporate finance, advisory, capital markets, mergers & acquisitions, restructuring, equity research, and institutional sales and trading services. The firm serves corporate, institutional, and high net worth clients across a broad range of sectors. B. Riley Securities is a FINRA-registered broker-dealer and member of SIPC with over 25 years of experience.