Portfolio Management Professional

3 weeks ago


St Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time
Job Summary

The Dynasty Financial Partners, LLC is seeking an experienced Portfolio Management Professional to join our team. As a key member of our investment team, you will be responsible for managing investment portfolios, analyzing market trends and economic conditions, and making informed investment decisions. The role will involve working closely with cross-functional teams to implement new investment strategies and approaches, as well as communicating effectively with clients to ensure their investment goals are met.

Responsibilities:
  • Manages investment portfolios for high net worth individuals and families.
  • Analyzes market trends and economic conditions to inform investment decisions.
  • Communicates effectively with clients to ensure their investment goals are met.

Requirements:
  • CFA Charterholder or progress toward CFA Charter preferred.
  • 5-7 years of experience in portfolio management and investment analysis.
  • Strong understanding of financial markets, investment products, and capital markets.
  • Excellent communication and interpersonal skills.

Estimated Salary: $130,000 - $190,000 per year.

Benefits:
  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


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