Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
We are seeking a talented and motivated Investment Portfolio Analyst to join our team. The Investment Portfolio Analyst will play a key role in supporting the management and optimization of investment portfolios. The ideal candidate will possess strong analytical skills, attention to detail, and a passion for financial markets.
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About our Firm
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40 years, our firm has grown to include 8 branch offices and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their staff to service our clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.
Benefits for full time employees include:
Medical, dental, & vision insurance with optional HRA
PTO (starting 15 days per year & increases to 25 with tenure)
8 1/2 Paid Holidays
Simple IRA with 3% Employer Match
Long term & short term DI (fully paid by employer)
$20,000 life insurance policy (fully paid by employer)
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
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Work Location: In person
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