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Matthias Private Wealth

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  • 1 day ago

    Investment Analyst

    MATTHIAS PRIVATE WEALTH, LLC - Winter Park, FL, United States

    Assist the Director of Investments in managing client portfolios including updating models, researching tactical and strategic tilts, and choosing underlying managers. Take the lead in monitoring the firm s public managers through both the firm s OCIO research team and the analyst s own due diligence and sourcing. Act as lead coverage and point of contact to public market managers, alongside Director of Investments, across all asset classes. Assist Director of Investments with trading either ...

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