Assistant Controller
October 28, 2024Accounting Clean-Up Project
October 31, 2024#9878 Job Description
VP, Portfolio Manager
ABOUT THE ROLE
Responsible for co-managing discretionary investment strategies for the wealth division. Responsible for research, construction and implementation of investment strategies for clients of the company, including implementing asset allocation, security selection and adherence to risk management and compliance guidelines. In-depth knowledge of tax efficient investment strategies and effective management of capital gains objectives. Provide support to the Private Wealth Advisors with client communication and attend client meetings. Communicate clearly and effectively with Wealth CIO, investments team and traders. Work with Wealth CIO on asset allocation insights and investment risk analysis and oversight.
Requirements
- Bachelor’s degree required; Master's degree and/or MBA preferred
- CFA Charterholder preferred
- 10+ years of experience in investment management preferred. Education in lieu of experience considered on a case-by-case basis
- Advanced proficiency with Microsoft Excel, Bloomberg, and other MS Office and investment management software
- Advanced knowledge of investment and portfolio management theory, accounting, economics and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces
- Exceptional detail orientation and time management abilities including strong analytical and problem-solving skills
- Able to prioritize and organize a diversified workload
- Must be a team player with the ability to develop strong working relationships and partnerships across different departments and with customers
- Proven ability to solve practical problems and deal with a variety of concrete varying situations where only limited standardization exists
- Interprets variety of instructions in written, oral, diagram or schedule form
- Able to define issues, collect data, establish facts and draw valid conclusions be interpreting a variety of technical instructions in mathematical or diagram form with abstract and concrete variables
- Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies
- Excellent communication skills, verbal and written