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Investment Portfolio Strategist
2 months ago
Are you a seasoned portfolio manager seeking a new opportunity? Shuster Advisory Group, LLC is on the lookout for a skilled professional to enhance our team and provide innovative insights into our initiatives. In the role of portfolio manager, you will be instrumental in overseeing a substantial portfolio, performing project evaluations, establishing benchmarks, pinpointing areas for enhancement, analyzing metrics, and mentoring team members. In addition to collaborating with leading business executives on portfolio issues, you will also aid in defining key performance indicators (KPIs) and formulating operational strategies for the organization.
Key Responsibilities:
- Creating diversified investment portfolios informed by market trends and economic data.
- Drafting investment policy statements that reflect clients' goals.
- Executing trades to support investment strategies and achieve objectives.
- Evaluating risk levels for clients by considering various factors.
- Maintaining client relationships by keeping them updated on market developments and investment progress.
- Conducting performance assessments and client consultations.
- Generating market analyses, case studies, and analytical reports.
- Monitoring portfolio performance to ensure regulatory compliance.
- Staying informed on financial news and market trends.
- Carrying out additional assigned responsibilities as necessary.
Experience and Technical Qualifications:
- Bachelor's degree in business, finance, or economics.
- Professional designations such as Chartered Financial Analyst (CFA).
- Licenses including FINRA Series 65, NASAA Series 66, or FINRA Series 7.
- A minimum of 5 years of experience in portfolio management.
- Comprehensive understanding of capital markets.
- Strong analytical and technological skills.
- Proficiency in financial software such as FactSet and Bloomberg Terminal.
- Experience with Schwab Advisor Services, Orion, and Riskalyze is advantageous.
- Proficient in Microsoft Office applications.
- Exceptional communication and organizational skills.
Company Overview:
- Part of a reputable financial services firm with over 50 years of experience.
- Supportive work environment with a collaborative team.
- Offering competitive compensation and benefits ranging from $140,000 to $190,000 based on experience.
Shuster Advisory Group, LLC is a trusted provider of investment guidance and wealth management services. We are committed to diversity, equity, and inclusion, recognizing that a diverse workforce fosters innovation and improved decision-making. If you are dedicated to promoting a diverse and inclusive workplace, this role allows you to contribute your unique perspective and grow within a supportive environment.
