Jr. Portfolio Manager
Bachelor's degree in a business-related field and 2-3 years related experience or training, preferred
Working towards a professional certification (CFA, CFP, etc.), preferred
Experienced in managing client relationships, especially in a fiduciary wealth management environment, preferred
Strong initiative and interpersonal skills with a commitment to work in the clients’ best interests
Comfortable using various computer software applications and keeping current with related technological changes
Excellent verbal and written communication skills
The work schedule would be Monday thru Friday, 40-hour work week, as such may be determined in conjunction with work-from-home guidelines.
The initial focus of the Jr. Portfolio Manager will be to assist other portfolio managers in the oversight of various types of investment management and trust accounts, with the expectation that subsequent responsibilities will be assigned relating to the direct management of clients’ portfolios.
(Various) market and investments monitoring
Portfolio rebalancing and trade execution
Portfolio monitoring and reporting
Assist with client account compliance maintenance
Assist in preparing client meeting materials
Assist with new business proposals/presentations
The successful candidate will work in a progressive organization that affords attractive career advancement opportunities.
To submit an application for consideration, please visit www.centralbank.net/careers and reference requisition #13796.
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