Portfolio Manager

5 days ago


Cincinnati, Ohio, United States TRAK Group Full time
Portfolio Manager Job Description

Are you a seasoned portfolio manager looking to take your career to the next level? We're seeking a highly skilled and experienced professional to join our team at TRAK Group.

Key Responsibilities:
  • Develop and Implement Investment Strategies: Create tailored investment plans for high-net-worth clients, leveraging your expertise in financial markets and economic trends.
  • Conduct Research and Analysis: Stay up-to-date on market conditions, economic sectors, and companies to inform investment decisions and optimize client portfolios.
  • Client Relationship Management: Foster strong relationships with clients, providing exceptional service and ensuring their financial goals are met.
  • Team Collaboration: Work closely with other portfolio managers and research teams to deliver exceptional client service and drive business growth.
Requirements:
  • Education: Bachelor's degree in finance or business administration.
  • Experience: 8-10+ years of experience in financial, wealth management, or investment management, with a focus on high-net-worth clients.
  • Certifications: CFA or CFP designation (or actively pursuing).
  • Skills: Proven experience managing a book of business, ability to represent the company professionally, and flexibility with working hours.
Why Join TRAK Group:
  • Growth Opportunities: Potential for career advancement and a path to becoming a future shareholder.
  • Company Culture: Values work-life balance, collaboration, and professional development.
  • Leadership Team: Tight-knit leadership team with a focus on employee well-being and community involvement.


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