Senior Investment Portfolio Specialist

3 weeks ago


Atlanta, United States Enaar Group Full time

We are seeking a skilled Senior Investment Portfolio Specialist to join the Enamear Group team in Atlanta, GA. As a key member of our investment management team, you will be responsible for crafting personalized investment journeys that align with client financial goals.

Key Responsibilities

  • Investment Strategy Development: Develop and execute tailored investment strategies that meet client objectives.
  • Financial Analysis: Conduct comprehensive financial analysis to identify profitable investment opportunities.
  • Portfolio Monitoring: Regularly review and adjust portfolios to optimize performance.
  • Client Communication: Provide clients with updates on portfolio performance and address their concerns.
  • Market Awareness: Stay informed about market trends, economic developments, and regulatory changes.
  • Compliance: Ensure all activities comply with regulatory requirements and company policies.
  • Reporting: Prepare detailed reports on portfolio performance and key performance indicators.

Qualifications

  • Education: Bachelor's degree in finance, economics, or a related field; a master's degree or CFA designation is preferred.
  • Experience: A minimum of four years of experience in financial planning and investment management.
  • Certifications: CFA, CFP, or CAIA certification is preferred; licensing by FINRA may be required.
  • Skills: Strong analytical and quantitative skills.

Benefits

  • A competitive salary of $86,000 per year.
  • Comprehensive health, dental, and vision insurance.
  • A retirement savings plan with company match.
  • Professional development opportunities.
  • Flexible working hours and remote work options.


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