Senior Advisor | Portfolio Management

Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Portfolio Manager in Charlotte, NC.                                                                                                                                                                      

 How you will contribute:

• Acquire an understanding of portfolio management philosophy, systems, software, and tools.
• Join local portfolio management team in implementing and monitoring investment strategy.
• Partner with Advisor team to coordinate investment strategy with financial planning and deliver an Unmatched Client Experience.
• Prepare and execute rebalancing recommendations.
• Generate block trades for efficient implementation of portfolio model changes across client accounts.
• Perform prospect portfolio analysis and create portfolio reviews.
• Develop transition plans for new clients with existing portfolios.
• Prepare client specific research, analysis, and reports as needed.
• Complete required annual compliance reviews for assigned accounts.

 Firm-wide Process Support:

• Acquire an understanding of the resources and tools used in investment research and decision-making processes.
• Support the Forvis Mazars Investment Committee through sub-committee membership.
• Participate in project teams analyzing market and economic factors, potential changes to portfolio design, and specific investment opportunities.

 Minimum Qualifications:

• Bachelor's degree is required.
• CFA Charter, or a commitment to pursue the CFA charter.