Investment Portfolio Manager

4 days ago


Portsmouth, Virginia, United States Lake Street Advisors Full time
Investment Analyst Role

We are seeking a detail-oriented and analytical professional to join our team as an Investment Analyst. This role will work closely with our Investment Advisors to provide exceptional client service and support the development of personalized investment strategies.

Key Responsibilities
  • Assist Investment Advisors in designing and implementing asset allocation strategies
  • Monitor and analyze investment portfolios to identify opportunities for rebalancing and tax loss harvesting
  • Generate client deliverables, such as investment exhibits and reports
  • Communicate effectively with clients, internal teams, and third-party affiliates regarding investment-related matters
  • Support Investment Advisors in answering client questions and providing investment advice
Requirements
  • Strong analytical, organizational, and time management skills
  • Excellent written and verbal communication skills
  • Detail-oriented with a focus on delivering top-notch client service
  • Minimum 1-2 years' prior experience in investments or financial services
  • Bachelor's degree required
  • Series 65 license required
  • Proficiency in MS Office and demonstrated aptitude for mathematics and spreadsheets
About Lake Street Advisors

Lake Street Advisors is a leading wealth management firm serving high-wealth entrepreneurs and executives. Our team of experienced advisors provides personalized wealth management services that align with our clients' goals at every stage of life. We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries and a comprehensive benefit package.



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