Senior Portfolio Manager

2 days ago


Louisville, Kentucky, United States ECG Resources Full time

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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