Portfolio Manager / Relationship Manager / Business Develpment

Location
Norwich, Vermont
Salary
Based upon experience and background
Posted
Oct 07, 2019
Closes
Dec 06, 2019
Ref
Portfolio Manager and Analyst Relationship Manager
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

InTrack Investment Management, Inc.

Portfolio Manager and Analyst/Relationship Manager

InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is expanding its client base and has an excellent opportunity for an individual to join our firm as a Portfolio Manager.  The right individual will have a chance to grow with our firm, contribute to the decision-making process and business strategy.

Visit our web site at::www.intrackinvest.com

You will need previous experience in creating and managing ongoing client relationships.  A history of progressive success in closing new client business and management of complex family assets. Successful applicant will be able to show how their professional career can help InTrack expand existing business. If you are an individual who is ready to assist families, individuals or foundations with their financial lives and will achieve a sense of accomplishment by knowing the client, then we encourage you to apply.

Essential Functions

  • Work with the client to decide the best investment plan based on income, age, cash requirements, attitude toward risk, expected time horizon and return expectations of the investments and market conditions. Be able to build a business by maintaining and developing new client accounts
  • Construct a portfolio and actively manage the portfolio to achieve above benchmark investment returns. Manage risk and maintain the parameters stated in the client’s Investment Policy Statement.
  • Through knowledge of asset allocation and ability to apportion a portfolio’s assets into equities, fixed-income and cash and cash equivalents.
  • Prepare materials for presentations to clients and prospective clients’ and clearly articulate investment strategies, investment instruments and the benefits and short comings of the strategies and instruments. Be able to position our value to centers of influence.

Similar jobs

Similar jobs