Career Opportunities

Fund Manager

Fund Manager Job Description:

  • Analyze potential investment projects, managing investment portfolios, benchmarks and restrictions
  • Check for bargains, monitor outstanding deals and report/monitor errors
  • Within each asset class, assist in the recommendation and, with the approval of the Fund, action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
  • Be a point of contact at Greentree Financial Group Inc. to develop a relationship of trust with the clients
  • Handle other administrative duties in a timely manner, includes new investment take-on forms, Strategic Asset Allocation Comparisons, Investment Cash Flow Projections and assisting in proposal preparation
  • Execute trades in investment portfolios in line with appropriate mandates
  • Instruct the transfer team regarding stock transfers


  • Minimum: Four years Bachelor’s Degree in Business, Business Administration, Finance, or Accounting
  • MS preferred

Mail Resume to:

Greentree Financial Group Inc.
Attn: Veronica Soto

7951 S.W. 6th Street
Suite 216
Plantation, FL 33324

Get In Touch With Us Today