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Senior Investment Manager

1 month ago


Denver, Colorado, United States IMA Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Senior Investment Manager to join our team at IMA Financial Group. As a key member of our Private Wealth Investment team, you will be responsible for driving the strategic direction of our investment platform, collaborating with our research team, and providing expert guidance to our Private Wealth Advisors and clients.

Key Responsibilities
  • Investment Platform Management: Develop and implement investment strategies to support our Private Wealth Advisors and clients, leveraging your expertise in wealth management and investment analysis.
  • Research and Collaboration: Work closely with our research team to identify new investment opportunities, assess market trends, and develop innovative solutions to meet client needs.
  • Client Support: Provide exceptional support to our Private Wealth Advisors and clients, offering expert guidance on investment decisions and portfolio management.
  • Training and Development: Design and deliver training programs to educate our Private Wealth Advisors and teams on investment-related topics, ensuring they have the knowledge and skills needed to succeed.
  • Analysis and Reporting: Conduct regular analysis of client accounts, identifying potential misalignments and recommending tailored investment solutions to optimize portfolio performance.
Requirements
  • Experience: 10-15 years of experience in wealth management, with a strong background in investment analysis and portfolio management.
  • Education: Bachelor's degree and Chartered Financial Analyst (CFA) designation required.
  • Skills: Strong communication and interpersonal skills, with the ability to effectively communicate complex investment information to both technical and non-technical audiences.