Investment Strategy Manager
2 weeks ago
Position Overview:
We are seeking an experienced Investment Strategy Manager to enhance our team. In this role, you will be tasked with the development and oversight of tailored investment strategies for affluent clients and institutional investors. Your primary objective will be to collaborate with Private Banking professionals and Trust Advisors during client engagements, ensuring that investment portfolios align with client goals.
Qualifications:
- Bachelor's degree in finance, economics, or a related discipline
- Advanced qualifications such as MBA, CFA, CIMA, or CFP are highly regarded
- A minimum of five years' experience in asset management
- Extensive understanding of investment methodologies and performance analytics
- Demonstrated success in managing client relationships
Key Responsibilities:
- Develop and oversee client investment strategies
- Facilitate trade execution and optimize asset distribution
- Conduct comprehensive client evaluations and articulate investment approaches
- Assess portfolio performance and remain updated on market dynamics
- Ensure adherence to regulatory standards and organizational policies
Work Environment:
This role offers a full-time commitment with the possibility of evening and weekend hours.
Travel Requirements:
Travel may be necessary, up to 25% of the time.
Company Commitment:
United Community Bank is an Equal Opportunity Employer dedicated to fostering diversity and inclusion within our workforce. We invite you to contribute your expertise in a vibrant and supportive atmosphere.
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