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Junior Investment Portfolio Analyst
2 months ago
As a Junior Investment Portfolio Analyst, you will play a critical role in managing and executing investment strategies for clients, adhering to established risk and reward frameworks. Your contributions are vital for the financial prosperity of our clientele.
Key Responsibilities:
1. Oversee and implement all investment operations within the defined risk/reward parameters.
2. Develop and execute asset allocation and investment strategies tailored to meet the distinct requirements of clients.
3. Clearly communicate your insights on the current investment landscape, ensuring effective dialogue with clients and team members.
4. Collaborate with Clients and Trust Relationship Managers to create and execute well-considered investment strategies while effectively managing associated risks.
5. Conduct ongoing monitoring and research of investment strategies and models, serving as a liaison with Turnkey Asset Managers (TAMPs).
6. Support business development initiatives.
Qualifications:
The ideal candidate will possess experience in managing investment accounts within a trust department or trust company. A solid understanding of financial markets and various security types, along with the ability to convey complex concepts to clients, is essential. Strong analytical and problem-solving skills, coupled with meticulous attention to detail, are required. Being a collaborative team member willing to engage in wealth management tasks beyond investment management is crucial. A bachelor's degree is mandatory. This role necessitates in-office presence.
Why This Role is Beneficial:
This position offers an exceptional opportunity for individuals with some investment experience to gain comprehensive insights into the trust and wealth management sector. Our organization provides training and development resources to facilitate career advancement. The contributions of the Junior Investment Portfolio Analyst are highly valued within the team.
Salary Information:
Type: Annual Salary
Range: $60,000 - $80,000
Currency: USD
Employment Details:
Seniority Level: Entry Level
Employment Type: Full-Time
Job Function: Finance and Sales
Industry: Staffing and Recruiting
