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

Email Us

Contact Us

Whether it is a question or additional information, we are here to assist. You can call us by phone or email us directly.

North Carolina Office
Michael J. Bongiovanni, MBA
Greentree Financial Group, Inc.
19720 Jetton Road, 3rd Floor
Penthouse Cornelius, NC 28031
(704) 892-8733 Office
(704) 892-6487 Fax

Florida Office
R. Chris Cottone
Greentree Financial Group, Inc.
7951 SW 6th Street, Suite 216
Plantation, FL 33324
(954) 424-2345 Office
(954) 424-2230 Fax