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.