Associate / Junior Portfolio Manager
- Employer
- Beese Fulmer Private Wealth Management
- Location
- Canton, Ohio
- Salary
- Competitive
- Closing date
- May 18, 2019
View more
- Job Function
- Equities Research: Buy Side, Investment Advisor/Consultant, Portfolio Management: Equities
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
- Assist investment research process and demonstrate detailed understanding of our investment portfolio and respective industry coverage group.
- Generate actionable investment ideas consistent with our investment philosophy that seek to outperform the broad stock market.
- Provide timely and useful portfolio recommendations of assigned associate portfolios with working knowledge of relationship history and specific client considerations.
- Develop working knowledge of estate, tax, and retirement plan structures and their role in the portfolio management process.
- Assist in the creation of Beese Fulmer’s Financial Foresight Analysis.
- Assist in day-to-day client portfolio tasks, such as: gifting, donations, RMD’s, raising cash.
- Ability to develop effective reports with excellent written and verbal communication, expressing complex ideas easily.
- Accurate and timely execution of trading across all custodians and asset classes.
- Assistance in creating and executing firm-wide block trades.
- Mastery of portfolio manager and custodian software.
- Assist in back-office trade processes.
- Assist in timely and accurate completion of account paperwork and money movement processes.
- Update and maintain composites and marketing presentations/compliance committee.
- Understand and adhere to Beese Fulmer’s client service standards and the importance of exceptional client relationships.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert