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Portfolio Manager
Silicon Valley Bank
Menlo Park, CA, United States
Job Details - this job has expired, please see similar jobs below
Qualifications
• 9-12 years of relevant experience
• CFA and/or Master’s in Finance
• Experience in retail, HNW, or UHNW investment clients. Performance within a Private Bank or Private Wealth space where fiduciary advice was delivered strongly preferred.
• Knowledge of: Capital Markets, Portfolio Theory, Retail taxable clients, and Private Market assets including venture capital and private equity