8 часов назад
Portfolio Advisor 2 - Erie, PA
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Advisor 2 - Erie, PA (Investment Portfolio Management): Managing and expanding high-net-worth investment portfolios for individual and institutional clients with an accent on client objectives, asset allocation, and investment policies. Focus on adjusting portfolios to changing objectives, developing investment policy statements, expanding the book of business, and meeting regulatory requirements.
Location: Erie, Pennsylvania, United States; onsite at 711 State Street
Company
provides wealth management and financial services for individual and institutional clients.
What you will do
- Manage high-net-worth investment portfolios for individuals and institutions, including trusts, retirement accounts, pension plans, foundations, and endowments.
- Coordinate with wealth management colleagues to develop investment policy statements covering client risk tolerance and investment objectives.
- Adjust portfolios in response to changes in client objectives, corporate asset allocation, and tactical recommendations.
- Expand the assigned book of business by identifying new client opportunities and cross-selling relevant financial solutions.
- Apply portfolio management knowledge across equity and fixed-income markets, economics, trading, asset allocation, and tax considerations.
- Complete corporate training, compliance activities, regulatory requirements, and risk management responsibilities.
Requirements
- BA or BS degree.
- At least 3 years of related experience.
- Working knowledge of portfolio management, trusts, retirement accounts, pension plans, foundations, endowments, and income and capital gains tax.
- Strong project management, communication, organizational, analytical, interpersonal, and customer service skills.
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
- Must be legally authorized to work in the United States; employment-based visa sponsorship is not provided. A Series 65 license must be obtained within 60 days of hire.
Nice to have
- Progress toward an MBA or CFA.
- CFA certification.
Culture & Benefits
- Full-time employment in a wealth management business unit.
- Frequent driving is required.
- Work includes responsibility for identifying, reporting, managing, and monitoring business risks.
- Compliance with regulatory laws and company procedures is required.
- Equal employment opportunity and a discrimination- and harassment-free workplace.
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