Associate Portfolio Manager
CG Financial ServicesCharlotte, North Carolina, United States
Posted April 14, 2026
Full Time
About the Company
CG Advisor Network is a division of CG Financial Services that empowers independent advisors to take their businesses to new heights.
Job Description
CG Advisor Network is seeking an Associate Portfolio Manager to lead the charge in managing portfolio and trading operations, execute complex trading strategies, oversee client portfolios, and drive efficiency across portfolio trading.
Requirements
- Hold a valid Series 65 license.
- Advanced proficiency in MS Office, particularly Excel, for sophisticated data manipulation and analysis.
- Experience with rebalancing systems, ensuring portfolio data integrity through meticulous reconciliation.
- Experience with Orion Advisor Technology, Eclipse Trading platform, Y Charts, Kwanti & Custodian Platforms
Benefits
- Career Growth & Development
- Innovative & Collaborative Environment
- Competitive Benefits
- Inclusive & Supportive Culture
- Meaningful Impact
