Highly Skilled Investment Portfolio Manager
1 week ago
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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