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
- Website
- http://www.madisoninvestments.com/
- Telephone
- 6082169131
- Location
-
550 Science Drive
Madison
Wisconsin
53711
US
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