Highly Skilled Investment Portfolio Manager

1 week ago


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

We are seeking a highly skilled and experienced Jr. Investment Portfolio Manager to join our team at DES Growth Partners, Inc.

Estimated Salary: $72,000 per annum, plus a quarterly bonus.

The ideal candidate will have a strong background in financial markets and securities, with the ability to communicate complex concepts to clients.

Main Responsibilities:

  • Oversee and execute client investment activities within established risk/reward parameters.
  • Develop and implement asset allocation and investment strategies tailored to individual client needs.
  • Craft and present informed perspectives on market trends and opportunities.
  • Collaborate closely with Clients and Trust Relationship Managers to design and implement comprehensive investment plans.
  • Maintain thorough knowledge of investment models and act as liaison between internal teams and external partners.
  • Support business development efforts through thought leadership and networking.

Requirements:

To be successful in this role, you should possess a bachelor's degree and relevant experience working with investment accounts in a trust department or trust company.

A key aspect of this position is your ability to work effectively in a team environment, leveraging strong analytical and problem-solving skills to drive results.

This is an office-based role that requires a deep understanding of financial markets and security types, as well as excellent communication and interpersonal skills.



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