Investment Portfolio Manager

1 week ago


Sherman, United States DES Growth Partners, Inc. Full time
Job Title: Jr Investment Portfolio Manager

At DES Growth Partners, Inc., we are seeking a highly skilled Jr Investment Portfolio Manager to join our team. As a Jr Investment Portfolio Manager, you will play a crucial role in overseeing and executing clients' investment activities within established risk/reward parameters.

Key Responsibilities:
  • Supervise and execute all investment activities within established risk/reward parameters.
  • Design and implement asset allocation and investment strategies that meet client's 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.
Requirements:

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 problem-solving skills, and attention to detail. Being a team player willing to perform wealth management tasks outside of investment management is important. A bachelor's degree is required. This position requires someone to work in the office.


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