Senior Investment Portfolio Manager

4 days ago


Hattiesburg, Mississippi, United States Gateway Group Personnel Full time
About the Role

We are seeking a highly skilled Senior Investment Portfolio Manager to join our team at Gateway Group Personnel. As a key member of our investment management team, you will be responsible for overseeing the performance and allocation of our clients' portfolios.

The ideal candidate will have a strong background in finance, investments, and portfolio management, with excellent analytical, communication, and problem-solving skills.

Key Responsibilities
  • Manage and optimize client portfolios to achieve their investment goals and risk tolerance.
  • Analyze market trends and make informed investment decisions to maximize returns while minimizing risk.
  • Develop and implement comprehensive investment strategies that align with client objectives.
  • Conduct regular portfolio reviews and rebalancing to ensure alignment with client goals.
  • Communicate effectively with clients, providing timely and transparent updates on their portfolios.
  • Collaborate with other team members to identify new business opportunities and develop strategic partnerships.
Requirements
  • Bachelor's degree in Finance, Economics, or a related field.
  • At least 3 years of experience in investment management, portfolio analysis, or a related field.
  • Strong knowledge of financial markets, instruments, and regulations.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Office, particularly Excel and Word.
Preferred Qualifications
  • Master's degree in Finance, Business Administration, or a related field.
  • Professional certifications such as CFA, CFP, or CAIA.
  • Experience working with high-net-worth individuals, family offices, or institutional investors.
Compensation and Benefits

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits including health insurance, retirement plan, and paid time off.



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