Portfolio Manager

2 weeks ago


Birmingham AL USA, United States BMSS Wesson Full time
Portfolio Manager

BMSS Wesson Wealth Solutions is seeking a skilled Portfolio Manager to join our Wealth Strategies team. As a key liaison between our wealth advisors, sub-advisors, and asset managers, you will play a critical role in delivering investment allocation models and overseeing client portfolios.

Key Responsibilities
  • Develop and implement investment models and asset allocation strategies for clients
  • Collaborate with wealth advisors to write and implement investment policies
  • Lead day-to-day client portfolio management and rebalancing
  • Manage research, analysis, and recommendations for public and private assets
  • Serve as a member of the Investment Committee
Requirements
  • At least 5 years' experience in the financial services industry in investment management or a related field
  • Portfolio management, trading, and rebalancing experience
  • Investment research and analysis skills
  • CFA candidate or CFA professional designation
About BMSS Wesson Wealth Solutions

We are a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach empowers our team members to excel and achieve lasting impact in the lives of our clients.



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