Senior Advisor | Portfolio Management
- Employer
- Forvis Mazars
- Location
- Charlotte, North Carolina (US)
- Salary
- Compensation will be determined by qualifications and experience
- Closing date
- Oct 16, 2024
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- Job Function
- Investment Advisor/Consultant, Wealth Management
- Industry Sector
- Accounting/Audit Firm, Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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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.
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