Investment Portfolio Manager

1 day ago


Sherman, Texas, United States DES Growth Partners, Inc. Full time
Job Summary

As a Jr. Investment Portfolio Manager, you will play a pivotal role in overseeing and executing clients' investment activities within established risk/reward parameters. Your responsibilities will include:

  • Supervising and executing all investment activities within established risk/reward parameters.
  • Designing and implementing asset allocation and investment strategies that meet client needs.
  • Communicating investment perspectives and ensuring effective communication with clients and team members.
  • Collaborating with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while managing risk.
  • Monitoring and researching investment strategies and models, and acting as a liaison with Turnkey Asset Managers.
  • Assisting with business development efforts.

Requirements

The ideal candidate will have experience working with investment accounts in a trust department or trust company. A thorough understanding of financial markets and security types, and the ability to communicate concepts to clients, are essential. Strong analytical and problem-solving skills, attention to detail, and a team player mentality are also required. A bachelor's degree is necessary for this position.



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