Jobs · Finance · North Carolina

Full-Time - Equities Director

val's services · Charlotte, NC · 3 wk ago
FinanceFull-time

Responsibilities

  • Analyze and manage complex investment portfolios, with an emphasis on equity securities and liquid alternative investments.
  • Lead equity portfolio management, setting policies and strategies.
  • Apply strong quantitative skills in risk models and asset allocation across global markets.
  • Communicate investment decisions and build relationships with clients, stakeholders, and internal teams.
  • Perform portfolio construction, asset allocation, analyze client portfolios, provide market commentary, and conduct regulatory reviews.
  • Collaborate with relationship managers and other professionals to deliver tailored solutions and promote fiduciary and asset management services.
  • Supervise staff, provide guidance, and ensure compliance with policies.

Requirements

  • Bachelor’s degree.
  • Extensive experience in investment portfolio management.
  • Proficiency in Microsoft Office.

Skills

  • Strong interpersonal and presentation skills.
  • Analytical skills.
  • Quantitative skills in risk models and asset allocation.
  • Effective communication abilities.

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