Jr Investment Portfolio Manager-TX

Jr Investment Portfolio Manager OOJ 22143

Location: Sherman, TX (No Remote), US Citizens or Permanent Residents Only

Annual Salary: $60,000-80,000

Other Compensation: Quarterly Bonus

Job Description

As a Jr. Investment Portfolio Manager, you will hold a pivotal position, overseeing and executing clients’ investment activities within established risk/reward parameters. Your role is crucial in ensuring the financial success of our clients. Your responsibilities will include:

• Supervise and execute all investment activities within established risk/reward parameters.
• Design and implement asset allocation and investment strategies that meet client’s unique needs.
• Articulate your perspective on the current investment outlook and ensure effective communication with clients and team members.
• Collaborate with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while effectively managing risk.
• Monitor and research investment strategies and investment models and act as a liaison with the Turnkey Asset Managers (TAMPs),
• Assist with business development efforts

Qualifications

The ideal candidate will have experience working with investment accounts in a trust department or a trust company. A thorough understanding of financial markets and security types and the ability to communicate concepts to clients are essential. You should possess strong analytical skills, strong problem-solving skills, and attention to detail. Being a team player willing to perform wealth management tasks outside of investment management is important. A bachelor’s degree is required. This position requires someone to work in the office.