Financial Portfolio Manager

4 days ago


Buffalo, New York, United States Sterling Investment Counsel Full time

**Job Title:** Financial Portfolio Manager

**Company Overview:** Sterling Investment Counsel is a reputable financial institution seeking a skilled Financial Portfolio Manager. As a key member of our team, you will be responsible for analyzing market trends and making informed investment decisions.

**Estimated Salary:** $120,000 - $180,000 per annum

**Job Description:

  • Gather and analyze company financial statements, industry, regulatory, and economic information to provide recommendations to the Investment Policy Committee (IPC).
  • Interpret data concerning price, yield, stability, and future trends of investments.
  • Drawing charts and graphs to illustrate reports.

Key Responsibilities:
• Conduct research and analyze trends and information to provide recommendations to the IPC.
• Communicate with brokers and purchase investments for the company, according to company policy.
• Complete trading on accounts assigned.

Qualifications:
• Bachelor's degree in Finance or Business Administration required.
• Master's degree preferred.
• CFA designation preferred or desire to acquire CFA certification preferred.
• 4 – 7 years of experience in finance or business required.



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