Job Posting: Portfolio Manager

Location: Atlanta, GA

Salary: $86,000 per year

Level: Mid-Level

We're seeking exceptional Portfolio Managers to craft personalized investment journeys that lead to our clients' financial destinations.

Key Responsibilities

• Investment Strategy Development: Design and execute investment strategies that align with client goals.
• Financial Analysis: Perform comprehensive financial analysis to identify profitable investment opportunities.
• Portfolio Monitoring: Regularly review and adjust portfolios to optimize performance.
• Client Communication: Provide clients with updates on portfolio performance and address their concerns.
• Market Awareness: Stay updated on market trends, economic developments, and regulatory changes.
• Compliance: Ensure all activities comply with regulatory requirements and company policies.
• Reporting: Prepare detailed reports on portfolio performance and key performance indicators.

Qualifications

• Education: Bachelor’s degree in finance, economics, or a related field. A master’s degree or CFA designation is preferred.
• Experience: Minimum of four years of experience in financial planning and investment management.
• Certifications: CFA, CFP, or CAIA certification preferred. Licensing by FINRA may be required.
• Skills: Strong analytical and quantitative skills.

Preferred Qualifications

• Advanced Education: Master’s degree or successful completion of Series 66 examinations.
• Technical Proficiency: Experience with data visualization and financial modeling tools.
• Professional Traits: Strong ethics, tolerance for risk, and the ability to make informed decisions quickly under pressure.

Benefits

• Competitive salary of $86,000 per year
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company match
• Professional development opportunities
• Flexible working hours and remote work options

How to Apply

If you are passionate about finance and have a proven track record in investment management, we invite you to apply for this exciting opportunity.

Please submit your resume and cover letter detailing your qualifications and experience.

View our Company Website

Join us and take the next step in your career as a Portfolio Manager in Atlanta, GA!