Jr Investment Portfolio Manager-TX
Jr Investment Portfolio Manager-TX
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1 Vacancy
Job Description
Jr Investment Portfolio Manager OOJ 22143
Location: Sherman TX (No Remote) US Citizens or Permanent Residents Only
Annual Salary: $
Other Compensation: Quarterly Bonus
Job Description
As a Jr. Investment Portfolio Manager you will hold a pivotal position overseeing and executing clients investment activities within established risk/reward parameters. Your role is crucial in ensuring the financial success of our clients. Your responsibilities will include:
- Supervise and execute all investment activities within established risk/reward parameters.
- Design and implement asset allocation and investment strategies that meet clients unique needs.
- Articulate your perspective on the current investment outlook and ensure effective communication with clients and team members.
- Collaborate with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while effectively managing risk.
- Monitor and research investment strategies and investment models and act as a liaison with the Turnkey Asset Managers (TAMPs)
- Assist with business development efforts
Qualifications
The ideal candidate will have experience working with investment accounts in a trust department or a trust company. A thorough understanding of financial markets and security types and the ability to communicate concepts to clients are essential. You should possess strong analytical skills strong problemsolving skills and attention to detail. Being a team player willing to perform wealth management tasks outside of investment management is important. A bachelors degree is required. This position requires someone to work in the office.
Required Experience:
Manager
Employment Type
Full Time
