Portfolio Manager
- Employer
- HBKS Wealth Advisors
- Location
- Pittsburgh, Pennsylvania
- Salary
- Salary plus bonus commensurate with experience
- Closing date
- Nov 22, 2021
View more
- Job Function
- Portfolio Management: Alternatives, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Private Equity/Venture Capital, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking a Portfolio Manager / Jr Portfolio Manager for its Pittsburgh, PA office. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets on behalf of HBKS client portfolios.
HBKS Wealth Advisors is hiring a Portfolio Manager (PM). The PM will report to the firm’s Chief Investment Officer and support the firm’s asset management function. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets, with a focus on Fixed Income opportunities, on behalf of HBKS client portfolios. The PM will participate on the firm’s Investment Policy Committee and in the asset allocation decisions of the firm’s client portfolios. The PM also provides the research and data needed on a variety of economic and market issues for the committee to make sound investment decisions on behalf of the HBKS clients. The PM also will assist the Financial Advisors on an occasional basis in one-on-one meetings with clients and prospects.
Company
- Telephone
- -REQUIRED-
- Location
-
5121 Zuck Road
Erie
PA
16506
US
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