Jr. Portfolio Manager

Requirements: 

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.

Job Description: 

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.