Senior Portfolio Manager
2 days ago
Company Overview
Wealth Management Firm ECG Resources in Louisville, Kentucky is seeking an experienced Senior Portfolio Manager to lead our investment division.
About the Job
This senior-level position requires a seasoned professional with 10+ years of experience in providing investment advice to High Net Worth individuals, family members, and associated trusts/entities. As a key member of our team, you will engage, mentor, and lead junior staff, while leading internal investment processes such as asset allocation, security selection, etc.
Responsibilities
- Provide expert investment advice to HNW clientele ($3mm - $140mm)
- Engage and mentor junior staff to foster growth and development
- Lead internal investment process, including asset allocation, security selection, and portfolio management
- Build consensus around investment process and philosophy
- Communicate effectively with clients to educate them on investment principles
- Extensive client contact and relationship-building
- Foster strong growth potential within the company
Requirements
- 10+ years' experience in investment management or related field
- CFA certification preferred
- Strong knowledge of investment software and technology
- Ability to implement new systems and best practices
Benefits
- Competitive compensation package
- Relocation assistance available
- Strong growth potential
Estimated Salary: $120,000 - $180,000 per year, depending on experience.
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