Investment Manager

Job Description

You will provide support and manage client portfolios. You will proactively communicate with existing clients and administrators about their accounts, including the reporting of investment activity and performance. You will study research and trends in portfolio management and stay informed of developments in the capital market. You will consult with clients to develop investment objectives and provide guidance. You will stay abreast of the market and economy and be able to provide advice of legal and tax consequences of investment decisions. You’ll prepare reports and presentations for your own client meetings.

Requirements

• This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 1-3 years related experience or 7-9 years equivalent experience in financial markets.
• Pursuit of professional credentialing such as CFA, CFP, CIMA, or equivalent.

Team Culture

We are committed to our clients and partners. Our mission is to deliver the highest quality service with integrity, knowledge, and award-winning service. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, support each other and pursue excellence. We are a fun group! We participate in group learning and idea sharing, and practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we’re receptive to feedback and use constructive criticism. We believe in personal and shared accountability.

Education & Experience

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 1-3 years related experience or 7-9 years equivalent experience in financial markets. Preferred Pursuit of professional credentialing such as CFA, CFP, CIMA, or equivalent.