Discretionary Managed Accounts Manager Jobs in Massachusetts , Employment

Are you looking for a rewarding career in Discretionary Managed Accounts? We are looking for an experienced Discretionary Managed Accounts Manager to join our team. You will be responsible for managing client portfolios, providing advice and guidance, and ensuring that all portfolios are managed in accordance with the client's objectives. If you have a passion for financial markets and a commitment to providing excellent service, then this is the job for you!

Overview:

A Discretionary Managed Accounts Manager is responsible for managing a portfolio of investments for clients. This includes researching, selecting, and monitoring investments, as well as providing advice and guidance to clients. The manager must be able to make decisions independently and be able to manage the portfolio in a way that meets the client’s goals and objectives.

Detailed Job Description:

The Discretionary Managed Accounts Manager is responsible for managing a portfolio of investments for clients. This includes researching, selecting, and monitoring investments, as well as providing advice and guidance to clients. The manager must be able to make decisions independently and be able to manage the portfolio in a way that meets the client’s goals and objectives. The manager must also be able to communicate effectively with clients and other professionals.

What is Discretionary Managed Accounts Manager Job Skills Required?

• Knowledge of investment strategies and financial markets

• Ability to analyze financial data and make decisions

• Excellent communication and interpersonal skills

• Ability to work independently and manage multiple tasks

• Ability to work under pressure and meet deadlines

• Knowledge of regulatory and compliance requirements

What is Discretionary Managed Accounts Manager Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field

• Relevant professional certifications such as CFA or CFP

• 5+ years of experience in a similar role

• Knowledge of financial markets and investment strategies

• Excellent communication and interpersonal skills

What is Discretionary Managed Accounts Manager Job Knowledge?

• Knowledge of financial markets and investment strategies

• Knowledge of regulatory and compliance requirements

• Knowledge of portfolio management and risk management

• Knowledge of financial analysis and modeling

• Knowledge of financial instruments and derivatives

What is Discretionary Managed Accounts Manager Job Experience?

• 5+ years of experience in a similar role

• Experience in portfolio management and risk management

• Experience in financial analysis and modeling

• Experience in financial instruments and derivatives

• Experience in client relationship management

What is Discretionary Managed Accounts Manager Job Responsibilities?

• Research and select investments for clients’ portfolios

• Monitor investments and make adjustments as needed

• Provide advice and guidance to clients

• Communicate effectively with clients and other professionals

• Manage portfolios in a way that meets the client’s goals and objectives

• Ensure compliance with regulatory and compliance requirements