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Junior Portfolio Manager

Job Description

Work with CIO & Director of Operations on a wide array of portfolio management functions. Responsibilities may include investment/research & portfolio model development, market and investment analysis, transaction execution, portfolio reporting, client communication & correspondence, regulatory filing, client documentation, billing & performance reporting. We are seeking a highly motivated recent college graduate, with a degree in Finance, Economics, Business, or Math. The right individual has strong analytical skills, strong Excel skills, some development/coding experience (vibe coding is sufficient), strong math/statistics background, and good communication skills. Portfolio Theory and Derivatives coursework is a plus. He/she is seeking hands-on investment management experience in a broad array of asset classes (equities, fixed income, commodities, derivatives). This rare opportunity will allow the right candidate to develop tremendous experience and offers excellent growth potential. Candidate will need to pass the FINRA Series 65 Examination (Uniform Investment Advisory Law), and he/she will be sponsored by Friedenthal Financial to do so. Friedenthal Financial is an SEC registered investment advisory firm founded in 2009 to bring Wall Street caliber risk management to Main Street – without the conflicts of interest so prevalent in the investment industry. Our goal is to simplify our client’s investment life and help them make informed decisions. Our mission is to provide clients with the peace of mind that comes with knowing they can achieve their financial goals. Our investment services blend sophisticated institutional money management strategies and consulting expertise with an unsurpassed level of personalized service and communication. Our clients are affluent individuals, working professionals, families, and businesses all across the country. For more information about our company, please visit www.friedenthalfinancial.com.