Job Description
Job Description
Salary: Starting at 90k based on experience. Salary range depends on years of experience
Insight Global is seeking a CPM to work closely with our portfolio management team and will be expected to confidently represent the team in client meetings and prospective client presentations.
- Manage portfolio construction
- Asset allocation
- Investment markets
- Comfortable discussing our investment philosophy, portfolio positioning, and performance with financial advisers and their clients.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national o...
Salary: Starting at 90k based on experience. Salary range depends on years of experience
Insight Global is seeking a CPM to work closely with our portfolio management team and will be expected to confidently represent the team in client meetings and prospective client presentations.
- Manage portfolio construction
- Asset allocation
- Investment markets
- Comfortable discussing our investment philosophy, portfolio positioning, and performance with financial advisers and their clients.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national o...