Senior Portfolio Manager
Louisville, Ohio, United States of America
Full Time
3 weeks ago
Visa Sponsor
Key skills
CommunicationProblem SolvingPresentation Skills
About this role
Role Overview
- Develop and recommend investment programs for complex clients
- Manage client relationships and present at meetings
- Consult with clients to develop investment objectives and plans
- Mentor junior Portfolio Managers
- Keep informed of market trends and investment strategies
Requirements
- Bachelor's degree in related field
- Advanced degree (MBA/CFA) preferred
- 7-10 years of money management experience
- Solid communication and presentation skills
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Demonstrated problem solving and analytical skills
Benefits
- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
- Incentive compensation plan based on performance