Executive Search Consultants to the Financial Services Industry

Jr. Investment Portfolio Manager, Lake Texoma, TX area

By on Jun 17, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Jr. Investment Portfolio Manager, Lake Texoma, TX area

This is an excellent opportunity for someone with a few years of investment experience to learn the ins and outs of the trust and wealth management business. Our client offers training and development opportunities to help advance your career. It is located in the Lake Texoma area. Lake Texoma is one of the largest reservoirs in the U.S., with 89,000 acres of surface water. This position requires you to come to the office to be available for clients and team members. The Jr. Investment Portfolio Manager’s contribution to the team’s success is highly valued.

As a Jr. Investment Portfolio Manager, you will hold a pivotal position, overseeing and executing clients’ investment activities within established risk/reward parameters. Your role is crucial in ensuring the financial success of our clients. Your responsibilities will include:
• Supervise and execute all investment activities within established risk/reward parameters
• Design and implement asset allocation and investment strategies that meet client’s unique needs
• Articulate your perspective on the current investment outlook and ensure effective communication with clients and team members.
• Collaborate with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while effectively managing risk.
• Monitor and research investment strategies and investment models and act as a liaison with the Turnkey Asset Managers (TAMPs),
• Assist with business development efforts

The ideal candidate will have experience working with investment accounts in a trust department or a trust company. A thorough understanding of financial markets and security types and the ability to communicate concepts to clients are essential. You should possess strong analytical skills, strong problem-solving skills, and attention to detail. Being a team player willing to perform wealth management tasks outside of investment management is important. A bachelor’s degree is required. This position requires someone to work in the office.

Our client offers salary and bonus, and they encourage and support professional training (CFA, CFP, etc.)

The salary ranges from $65,200 to $80,000. Additionally, you will be eligible for a quarterly bonus based on your, the division’s, and the company’s performance.

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