Associate Portfolio Manager

Execute and maintain investment strategies and policies for a book of business across all WealthSouth markets. Trade customized client portfolios in individual securities, mutual funds, and ETFs while researching and selecting suitable securities. Provide research and analysis on client portfolios using Factset, Northern Trust, and Morningstar. Assist in business development by preparing investment management proposals and communicate the investment philosophy externally to clients and internally to colleagues. Review the buy list weekly and make changes as needed, running and supporting investment and compliance reviews. Serve as an internal investment consultant for the Administrative Officer and Wealth Management Advisor. Participate in the Trust Investment Committee and weekly economic calls to support direction and research. Perform duties in accordance with all applicable laws and regulations, including BSA, while working under the direction of senior portfolio managers.