New Opportunity - Senior Portfolio Manager - 125K

Department Description
The department is responsible for the investment direction of the firm including designing and implementing the investment process for the firm. This includes asset allocation decisions, selection of investment vehicles and construction of in-house investment strategies.
Role And Responsibilities

• Act as back up trader to Trader/Investment analyst for trading and portfolio analysis.
• Provide portfolio analysis to advisors as requested.
• Assists with management of Trajan Income Strategies - Dividend Growth, Balanced Income, Low Volatility, Opportunistic Fixed Income and Short Duration.
• Provide market commentary and analysis as requested by advisors and the CIO.
• Co-Manage Exchange Traded Fund.
• Comprehensive understanding of both Public and Private Credit Markets.

Expectations

• Humility and Respect.
• Integrity - honor all commitments.
• Knowledge - constantly research developments within the industry. Be an industry thought leader.
• Transformation - embrace changes inherent in a competitive marketplace. Innovate to pre-empt competition.
• Performance of strategies relative to relevant benchmarks.
• Principled entrepreneurship - constantly search out new business opportunities but conduct and transact in an ethical manner.
• Stewardship and compliance - drive quality excellence, eliminate errors.
• Self-Actualization - set high goals and work to achieve them.

Qualifications

• Minimum 10-15 years of progressive experience in the Investment Management industry.
• Master's degree in economics, Finance, or any related field. CFA Charter holder.

Benefits

• 401k with matching component
• United Healthcare PPO Medical employee coverage paid by Company
• Generous holidays and PTO
• Life Insurance, Short-Term and Long-Term Disability options available and much more
• Delta Dental and UHC Vision
• Competitive Salary

Come and join a team that is making a difference in their clients and employee's lives!