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Associate-Personal-Investment-Portfolio-Manager

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Associate Personal Investment Portfolio Manager

Details

Country: USA
Location: FL St. Petersburg
Total applied: 19

Relevant Work Experience: 2+ to 5 Years
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)

Manages a full set of small to medium sized revenue producing investment accounts for personal trust relationships and individual investors. Operates within the framework of the underlying document, working with the manager to develop strategies designed to achieve specific investment goals.

Experience Required:Candidate should have MBA and/or CFA with 3-5 years experience as a Personal Portfolio Manager. Candidate will have experience working with high net worth clients as well as experience in asset allocation and open architecture. Should have strong sales skills in order to assist in bringing in new business. Candidate should be experienced in working with alternative investment solutions as a complement to individual securities selection efforts. Successful candidate would work with and report to Sr. Portfolio Manager of the St. Petersburg office.

Knowledge/Skills:

- Apply for Associate Personal Investment Portfolio Manager

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