Wealth & Investment Portfolio Manager III
Hybrid · Columbus, Ohio, United States
Job Summary
Wealth & Investment Portfolio Manager III responsible for managing medium/large and complex portfolios aligned with client and corporate investment objectives, monitoring investment performance, and recommending strategies. Includes customer service, joint sales calls with business development staff, staying current on market trends, and potential supervisory responsibilities. Exempt status with a flexible work arrangement that combines in-office and work-from-home components; remote roles may occasionally meet in offices as needed.
Required Qualifications
- Bachelor's Degree
- 5+ years of Investments/Analyst experience
Desired Qualifications
- 5+ years Investments/Analyst experience
- Bachelor's Degree in Finance or related field
- experience with portfolio management
- client service skills
- collaborative with business development teams
- ability to monitor investment performance and recommend strategies
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