Overview In this Wealth Management role you will oversee client portfolios and provide investment guidance. You will conduct research, craft portfolio strategies, and communicate performance and market insights to clients and colleagues. You'll balance risk, execution, and governance to support long-term financial goals. This position offers growth within a values-driven firm that emphasizes collaboration and client impact.
Compensation / Benefits- Paid time off (vacation, personal, sick, family sick, community service leave)
- 401(k) with pre-tax and Roth options and safe harbor match, ESOP
- Health, dental, vision coverage with employer-paid options
- Health Savings Account (HSA) and FSAs
- Employer-paid life and disability insurance
- Career development and ongoing education programs
Responsibilities- Portfolio management: construct, monitor, rebalance, and manage risk for assigned client portfolios
- Investment research and analysis: evaluate securities, managers, sectors, and market conditions
- Trading and execution: place and coordinate trades and support models
- Client relationships and reporting: participate in meetings, communicate strategy, prepare reviews and reports
- Investment governance and improvement: support policies, committees, reporting, and process enhancement
Key requirements- Master in Business, Finance, Economics, Applied Mathematics (or related)
- 4-6 years of investment experience with progressive responsibility
- CFA or CIMA certification within 3 years of employment
- Strong communication
- Analytical skills
- Attention to detail
- Investment analysis and research
- Portfolio management
- Portfolio construction
