Portfolio Management Senior Associate
On-siteGreensboro, North Carolina, United States or Winston-Salem, North Carolina, United States
Greensboro, North Carolina, United States or Winston-Salem, North Carolina, United StatesOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Coordinate internal delivery of integrated investment advice and portfolio management services, including asset allocation, security selection, trade execution, and risk management. Assist client-facing Portfolio Managers by serving as an additional point of contact, reviewing investment performance, and recommending strategies based on economic and industry analysis. Manage client investment transactions while resolving issues with client teams and partners to ensure timely, effective service delivery.
Required Qualifications
- Minimum of 2 years of experience with a financial institution focusing on high net worth client service and sales
- Investment administration experience
- BS/BA degree in Business, Finance, Economics or Law
- Risk Management
- Critical Thinking
- Customer and Client Focus
- Prioritization
- Problem Solving
- Attention to Detail
- Business Acumen
- Collaboration
- Decision Making
- Written Communications
- Active Listening
- Analytical Thinking
- Networking
- Organizational Effectiveness
- Result Orientation
- High School Diploma / GED / Secondary School or equivalent
- 1st shift (United States of America)
- 40 hours per week
Desired Qualifications
- Investment administration experience desired
- BS/BA degree in Business, Finance, Economics or Law desired
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