Overview
The Opportunity
We are a thriving private wealth management firm in Naples, FL, seeking an experienced investment professional to lead our portfolio management and trading operations.
This is a high-impact role responsible for the day-to-day management of our investment models, trading operations, and market research. The ideal candidate will combine rigorous technical execution with data-driven analysis to maintain portfolio integrity, evaluate prospective holdings, and help refine the firm's long-term asset allocation strategies.
Key ResponsibilitiesInvestment Strategy & Leadership
Trading & Portfolio Optimization
Qualifications & Experience
Schedule & Work Setting
Work Location: In person
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