Senior Investment Portfolio Specialist
3 weeks ago
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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