| Type: | Full Time |
|---|
Works under the direction of senior portfolio managers to execute investment programs designed to achieve the objectives of each client. Implements policies and programs approved by management in the local Private Wealth Management office.
Conduct asset allocation analysis using proprietary tools and prepare investment proposals for clients and prospects. Prepare customized reviews for existing clients on a timely basis and provide analysis as directed for Portfolio Manager usage in meetings and presentations. Be proficient with Bloomberg, Microsoft Office software and other desktop applications. Monitor 3rd party manager performances in client portfolios and provide administrative support to the Portfolio Management team in areas such as client documentation, investment policy statements and compliance-related correspondence. Work well as a team with flexibility and enthusiasm.
Qualifications Required Skills:
Business or Finance degree
Have strong Word, Excel and Powerpoint proficiency
A team player who is highly motivated and flexible
Professionalism in all aspects of position due to nature of business line.
Excellent verbal and written communication skills
For details, please find job posting:
www.investmentbankcareer.com/company.php
Conduct asset allocation analysis using proprietary tools and prepare investment proposals for clients and prospects. Prepare customized reviews for existing clients on a timely basis and provide analysis as directed for Portfolio Manager usage in meetings and presentations. Be proficient with Bloomberg, Microsoft Office software and other desktop applications. Monitor 3rd party manager performances in client portfolios and provide administrative support to the Portfolio Management team in areas such as client documentation, investment policy statements and compliance-related correspondence. Work well as a team with flexibility and enthusiasm.
Qualifications Required Skills:
Business or Finance degree
Have strong Word, Excel and Powerpoint proficiency
A team player who is highly motivated and flexible
Professionalism in all aspects of position due to nature of business line.
Excellent verbal and written communication skills
For details, please find job posting:
www.investmentbankcareer.com/company.php
