Remote Portfolio Management & Client Execution Analyst

CoastEdge Partners
US
Remote

Job Description

A financial investment firm in San Diego is seeking a Portfolio Management Associate. This full-time role requires analytical skills and foundational investment industry experience. You'll support the firm's portfolio management and client-facing needs, communicating with teams to ensure efficient investment processes. Candidates should have a Bachelor's degree, with at least a year of relevant experience, and strong skills in Microsoft Office. Competitive salary range is $80,000-$90,000, with a discretionary bonus and various benefits including remote work options.

#J-18808-Ljbffr CoastEdge Partners

Skills & Requirements

Technical Skills

Microsoft OfficeExcelPowerPointWordcommunicationteamworkproblem-solvingattention to detailPortfolio ManagementClient ExecutionFinancial Services

Salary

$80+

year

Employment Type

FULL TIME

Level

junior

Posted

3/25/2026

Apply Now

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