Jr Investment Portfolio Manager-TX
$60,000–$80,000 year
On-site · Sherman, Texas, United States
Job Summary
Junior Investment Portfolio Manager responsible for supervising and executing investment activities within established risk/reward parameters; design and implement asset allocation and investment strategies that meet client needs; articulate investment outlook to clients and teammates; collaborate with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while managing risk; monitor and research investment strategies/models and liaise with Turnkey Asset Managers (TAMPs); assist with business development. Requires a bachelor’s degree and office-based work in Sherman, TX.
Required Qualifications
- A bachelor’s degree is required
- experience working with investment accounts in a trust department or a trust company is preferred
- must work in the office
Additional Requirements
- US Citizens or Permanent Residents Only
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