Portfolio Manager
4 weeks ago
Job Summary:
AmeriServ Financial seeks a highly skilled Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for managing investment portfolios for our clients, providing exceptional customer service, and contributing to the growth and success of our company.
Key Responsibilities:
- Portfolio Management: Manage investment portfolios for assigned clients, ensuring that their financial goals and objectives are met.
- Client Service: Provide prompt and courteous service to clients, responding to their inquiries and concerns in a timely and professional manner.
- Investment Research: Conduct thorough research on investment opportunities, staying up-to-date on market trends and economic developments.
- Team Collaboration: Work closely with other team members to achieve business objectives, sharing knowledge and expertise to drive success.
- Business Development: Assist in the development of new business opportunities, identifying and pursuing potential clients and partnerships.
Requirements:
- Education: Bachelor's degree in Economics, Finance, Accounting, or Business Administration.
- Experience: Minimum of 5-7 years of direct or related experience, including 3 years of portfolio management experience.
- Certifications: CFA, CIMA, MBA, or active enrollment in these programs is strongly preferred.
Work Environment:
This role operates in a professional office environment, requiring frequent use of standard office equipment and software.
Travel:
Extensive travel is required for this position, including overnight stays.
Competencies:
- Strong Communication Proficiency (Written and Oral)
- Strong Interpersonal Skills
- Customer/Client Focus
- Deadline Oriented
- Strong Leadership Ability
- Strong Analytical Skills
- Ethical Conduct
Physical Demands:
The employee is frequently required to type, talk, and hear, with specific vision abilities required for computer work and travel.
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