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Robert Half International Portfolio Management Associate in San Rafael, California


If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume.

Our client is an RIA was founded in 2004. They are a small company with 15-20 employees, though this role is being added on due to growth.


  • Knowledge of financial markets and instruments is also necessary.

  • Assist with operations in financial investment research.

  • Assist with portfolio monitoring.


Keys: Portfolio Administrator

  • 3-5 years of Wealth Management or Financial Services WITHIN INVESTMENT – CLIENT SERVICES OR OPS ONLY WILL NOT WORK.

  • MUST have high degree of technical proficiency in financial reporting and trading.

  • MUST have Orion or other portfolio management software, Excel, and ideally experience with Salesforce.

  • CFA is a plus.

  • Progress toward a CFA or CFP designation is preferred.

  • Will report to Head of the Investment team.


  • Great Benefits Medical/Dental/Vision – 100% Employer Paid

  • 401k 3% Safe Harbor (After 1 year)

  • They promote within! There are a lot of room to grow with this reputable firm of 17 years!!

  • This team is 15 and growing!

  • A very kind, fun and down to earth team!

    For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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