Key skills
Communication
About this role
Role Overview
- Manages investments and portfolios for Ascent Private Capital Management and business development for UHNW client base
- Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team
- May manage relationships and direct communications with clients
- Executes trades and develops portfolio transition and implementation plans
- Writes investment reviews
- Designs and prepares reports/models to be shared with clients and prospects
Requirements
- Bachelor's degree, or equivalent work experience
- Seven of more years of experience in a portfolio/wealth management role
- Two or more years of experience working with alternative assets
- Advanced understanding of finance/accounting/investments and portfolio construction
- Strong modeling skills
- Effective interpersonal and verbal and written communication skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law