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Private Client-Portfolio Manager

Employer
Madison Investments
Location
Madison, Wisconsin
Salary
Comprehensive Benefits: Competitive salary, Health insurance, Profit sharing and 401k match
Closing date
Oct 18, 2021

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Job Function
Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

We are looking for an experienced portfolio manager to join our Private Client Group.  The individual will work with clients to develop personalized investment solutions to work towards meeting the clients’ long-term financial goals. The ideal candidate will have an interest in and an advanced knowledge of financial concepts including equity analysis, asset allocation, portfolio construction, and investment products and themes. The role is client-facing and will require advanced knowledge of financial and economic topics. In addition, the candidate should be well versed in creating investment and financial plans and working with clients on investment management.  Understanding of complex planning and sophisticated product offerings would also be helpful, including knowledge and understanding of various account types (Trust, IRA, Taxable, Non-taxable, other) as well as understanding and knowledge of the individual tax code.  We are looking for someone who is curious, analytical, independent, a strong communicator, self-motivated, with high integrity and enjoys working with clients. 

Company

Founded in 1974, the Madison Investments organization has grown into nationally recognized asset management firm that manages client assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for the Firm’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly credentialed investment professionals share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams.  For more information on the Madison Investments organization, please visit  www.madisoninvestments.com

Company info
Website
Telephone
6082169131
Location
550 Science Drive
Madison
Wisconsin
53711
US

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