4 дня назад
Wealth & Investment Portfolio Manager III
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
Wealth & Investment Portfolio Manager III (Investment Management): Managing medium, large, and complex investment portfolios based on client and corporate objectives with an accent on performance monitoring, investment strategy, and client service. Focus on analyzing market trends, recommending portfolio strategies, conducting joint sales calls, and potentially supervising staff.
Location: Birmingham, MI, United States. Workplace type: Office.
Company
is a financial institution offering wealth and investment management services.
What you will do
- Manage medium, large, and complex investment portfolios according to client and corporate investment objectives.
- Work with customers to monitor investment performance and recommend strategies.
- Provide ongoing customer service and participate in joint sales calls with business development staff.
- Monitor relevant market trends and apply current investment knowledge.
- Take on supervisory responsibilities when assigned.
Requirements
- Bachelor's degree.
- 5 or more years of investments or analyst experience.
- Ability to work in the Birmingham, Michigan office.
Culture & Benefits
- Full-time employment.
- The position is classified as exempt from overtime pay.
- Certain positions may be eligible for flexible arrangements combining office and work-from-home time; specific arrangements are determined by the hiring team.
- Equal opportunity and tobacco-free hiring practices.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →