Search Jobs
Find your next opportunity here.
So sorry, this position is no longer available.
Please go ahead and submit your application. We may have other positions that would be the perfect fit for you.
Alternatively, you may want to apply to one of the following related jobs:
trak group
https://trakcincy.com/wp-content/uploads/2021/08/trak_logo.png
https://www.thetrakgroup.com
https://www.thetrakgroup.com
USD
100000
YEAR
true
Portfolio Manager
Posted: 10/09/2024
2024-10-09
2024-12-14
Employment Type:
Direct Hire
Industry: Finance
Job Number: 14172-1
Pay Rate: 100,000
Job Description
Portfolio Manager
If you're a driven portfolio manager ready to take your career to the next level, this is your chance to make a notable impact. You'll manage high-net-worth clients while working with a forward-thinking team that truly values innovation, collaboration, and professional growth. In this dynamic role, enjoy the flexibility to shape strategies, engage in decision-making, and contribute to both client success and the firm’s continued expansion.Â
Responsibilities
If you're a driven portfolio manager ready to take your career to the next level, this is your chance to make a notable impact. You'll manage high-net-worth clients while working with a forward-thinking team that truly values innovation, collaboration, and professional growth. In this dynamic role, enjoy the flexibility to shape strategies, engage in decision-making, and contribute to both client success and the firm’s continued expansion.Â
Responsibilities
- Develop and implement tailored investment strategies for individual and institutional clients.
- Conduct research on various economic sectors, industries, and companies to support client portfolios.
- Manage and optimize client portfolios to meet financial goals, regularly advising clients on market conditions and investment strategies.
- Ensure client retention and contribute to the growth of the business through strong relationship management.
- Perform investment analysis, contributing to firm-wide decisions on equity, fixed income, and alternative investments.
- Collaborate closely with other portfolio managers and research teams to deliver exceptional client service.
- Bachelor’s degree, preferably in finance or business administration.
- 8-10+ years of experience in financial, wealth management, or investment management, specifically working with high-net-worth clients.
- CFA or CFP designation (or actively pursuing).
- Proven experience managing a book of business.
- Ability to represent the company professionally during high-profile client meetings (lunches, dinners, etc.).
- Flexibility with working hours, as the role may require after-hours client meetings.
- Growth potential with a path to becoming a future shareholder.
- A company culture that values work-life balance, collaboration, and professional development.
- Join a tight-knit leadership team with frequent celebrations, community involvement, and a focus on employee well-being.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Cincinnati, OH
Ready to embark on an exciting career journey in the vibrant city of Cincinnati, Ohio? Look no further! Cincinnati, situated on the northern banks of the Ohio River, offers a perfect blend of bustling urban life and scenic beauty. Known for its iconic skyline, historic architecture, world-class museums like the Cincinnati Art Museum, and top-notch performing arts venues such as the Aronoff Center for the Arts, this city has something for everyone. With the Cincinnati Reds and Cincinnati Bengals calling this city home, sports enthusiasts can cheer on their favorite teams at Great American Ball Park and Paul Brown Stadium. Explore the lush landscapes at Eden Park or indulge in the city's famous Cincinnati-style chili. Discover your next career opportunity amidst the enchanting charm and endless possibilities that Cincinnati has to offer. Dive into our job listings now and take the leap towards a fulfilling career in this dynamic region!