The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Job Title: Portfolio Manager
Position Summary:
We are seeking a dynamic Portfolio Manager to join our team at Secure Asset Management, LLC, an SEC-registered investment advisor. As a key contributor to our firm's success, you will be responsible for trading and portfolio management activities. Your role will involve identifying investment opportunities, rebalancing portfolios, and providing vital support to our advisors and internal Investment Committee. The ideal candidate will demonstrate meticulous attention to detail, strong collaboration skills, and a passion for thriving in a fast-paced, growing environment.
Key Responsibilities:
Collaborate with the investment committee to develop and implement processes that enhance trading accuracy and efficiency.
Partner with advisors to design custom investment strategies tailored to high-net-worth private clients.
Analyze financial needs by reviewing and assessing information and documentation submitted by advisors and provide a portfolio analysis.
Recommend appropriate investment products based on clients' financial circumstances.
Prepare customized investment proposals for advisors to present to their clients.
Required Qualifications:
Series 65 or 66 certification.
Bachelor's degree or higher.
1-3 years of portfolio management experience.
Preferred Qualifications:
CFA, CFP®, or CIMA designation.
MBA preferred.
Experience with trading and rebalancing portfolios using Fidelity, Schwab custodial platforms.
Familiarity with Orion Advisor Services and Bloomberg Terminal.
About Secure Asset Management, LLC:
Secure Asset Management, LLC is a rapidly growing SEC registered investment advisor with over $4 billion in assets under advisement. Headquartered in Troy, MI, we are actively seeking onsite candidates to join our dedicated team. For more information, visit www.sassetmgmt.com or www.sec.gov.
Disclaimer:
This job description outlines the primary responsibilities of the position, which may evolve over time. We are proud to be equal opportunity employers, fostering an inclusive environment based on mutual respect for all candidates and team members. Employment decisions are made without regard to race, color, religion, national origin, sex, disability, age, veteran status, or any other characteristic protected by law. Reasonable accommodations are provided to qualified individuals with disabilities in accordance with state and federal law.
Job Type: Full-time
Job Type: Full-time
Pay: $110,000.00 - $160,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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