Investment Portfolio Manager

1 week ago


Utica, New York, United States M3 Placement Full time
Job Summary

We are seeking a skilled Investment Analyst to join our dynamic team at M3 Placement. The ideal candidate will have a strong background in financial analysis, portfolio management, and investment strategies, with the ability to conduct thorough research, provide insightful recommendations, and drive informed decision-making.

Key Responsibilities
  • Develop and maintain tools and processes to improve the efficiency and effectiveness of our investment and trading activities
  • Monitor trade requests and execute requested trades for client accounts
  • Set up and execute regular rebalancing for modeled accounts
  • Monitor accounts for opportunities to harvest tax losses and execute
  • Provide data and perform research in support of advisor research requests
  • Use the portfolio management system to design and maintain client-facing reports
Requirements
  • Bachelor's degree or significant relevant experience required
  • Strong and relevant academic or work credentials
  • Excellent written and verbal communication skills
  • High technological proficiency including Microsoft Office applications
  • Advanced knowledge of Excel (including advanced functions for data manipulation)
What We Offer

A competitive base salary range of $55,000-$76,000, plus performance-based compensation. Strategic Financial Services is an Equal Opportunity Employer, committed to diversity and inclusion.



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