Wealth and Investment Portfolio Manager III

Формат работы

onsite

Тип работы

fulltime

Грейд

senior

Английский

Страна

Вакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:

TL;DR

Wealth and Investment Portfolio Manager III (Investment Portfolio Management): Managing medium, large, and complex investment portfolios aligned with client and corporate objectives with an accent on performance monitoring, investment strategy, and client service. Focus on recommending portfolio strategies, tracking market trends, supporting joint sales calls, and supervising less experienced employees.

Location: Dallas Uptown; office-based

Company

hirify.global provides banking and investment services.

What you will do

Manage medium, large, and complex investment portfolios according to client and corporate objectives.
Monitor investment performance and recommend appropriate strategies in collaboration with clients.
Provide ongoing customer service and participate in joint sales calls with business development staff.
Track relevant market trends and apply current investment knowledge.
Provide supervision or guidance to less experienced employees when required.

Requirements

Bachelor’s degree.
5 or more years of investments or analyst experience.
Availability to work in the Dallas Uptown office.

Culture & Benefits

Office-based workplace arrangement.
Some positions may be eligible for flexible work arrangements combining office and remote work; the specific arrangement is confirmed by the hiring team.
Equal opportunity employer.
Tobacco-free hiring practice.

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