Portfolio Manager Specialist

5 days ago


Las Vegas, Nevada, United States The Investment Counsel Company Full time
About the Job

We are seeking a highly motivated Portfolio Manager Specialist to join our team. This role offers a unique opportunity to develop your skills in investment management and client relations while working with a dynamic team of professionals.

Key Responsibilities

In this role, you will be responsible for:

  • Providing high-quality support to portfolio managers in preparing and reviewing reports
  • Maintaining accurate records and databases to ensure timely and efficient client service
  • Collaborating with the client services team to deliver exceptional client experiences
  • Staying up-to-date with industry trends and best practices to enhance our investment solutions

To succeed in this role, you will need strong analytical and organizational skills, as well as the ability to work independently and as part of a team. A passion for delivering exceptional client service and staying up-to-date with industry trends is essential.

Requirements and Qualifications

We are looking for a highly skilled and motivated individual with the following qualifications:

  • Bachelor's degree in finance, accounting, or a related field
  • Minimum 2 years of experience in investment management or a related field
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and make informed decisions
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint

Salary: $60,000 - $80,000 per year, depending on experience and qualifications. Benefits include health insurance, retirement plan, and paid time off.



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