About this role
Role Overview
- Optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk
- Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis
- Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective
- Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions
- Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations
- Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results
- Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends
Requirements
- 5+ years complex, direct portfolio management experience with individual clients
- Bachelor’s degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investments with a high level of acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings