Senior Portfolio & Trading Analyst

Morton Wealth
Calabasas, US

Job Description

A registered investment advisor in Calabasas, California is seeking a Portfolio Manager who will execute trading strategies, oversee portfolio rebalancing, and support private investment reviews. The ideal candidate will have at least 5 years of experience in trading and portfolio management, along with progress towards a CFA designation. This role offers competitive compensation, retirement and health benefits, and clear career advancement opportunities within a supportive team environment.

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Skills & Requirements

Technical Skills

tradingportfolio managementCFAfinance

Level

mid

Posted

4/5/2026

Apply Now

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