Investment Portfolio Strategist

3 weeks ago


Memphis, Tennessee, United States GPAC Full time

Job Title: Investment Portfolio Strategist

We are seeking a seasoned investment professional to join our team at GPAC as an Investment Portfolio Strategist. This exciting opportunity allows you to leverage your expertise in portfolio management and financial analysis to drive business growth and success.

In this role, you will be responsible for managing a portfolio of clients, providing expert advice on investment strategies and opportunities, and conducting regular portfolio reviews and analysis to assess performance and identify areas for improvement.

About the Role:

  • Manage Client Portfolios: Oversee a diverse portfolio of clients, ensuring their satisfaction and profitability through effective investment decisions.
  • Provide Expert Advice: Offer strategic guidance on financial market trends, products, and investment opportunities to help clients achieve their goals.
  • Conduct Portfolio Reviews: Regularly review and analyze client portfolios to identify areas for improvement, make recommendations, and optimize performance.
  • Cross-Selling Opportunities: Collaborate with internal stakeholders to identify and pursue cross-selling opportunities that benefit both the client and GPAC.
  • Industry Knowledge: Stay up-to-date with industry trends and changes in regulations that may impact client portfolios, ensuring timely adjustments and optimal performance.
  • Client Relationships: Build and maintain strong relationships with clients, acting as their trusted advisor and advocate.
  • Risk Management: Monitor and manage risk within client portfolios to ensure compliance and optimal returns.

Requirements:

  • Education: Bachelor's degree in finance, business, or a related field.
  • Experience: At least 5 years of experience in portfolio management within the banking industry.
  • Financial Markets: Solid understanding of financial markets, products, and investment strategies.
  • Analytical Skills: Strong analytical and problem-solving skills to navigate complex financial situations.
  • Communication: Excellent communication and interpersonal skills to build and maintain strong client relationships.
  • Project Management: Detail-oriented and able to manage multiple projects simultaneously.

Estimated Salary: $120,000 - $180,000 per year, depending on experience.



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