Recent Searches

You haven't searched anything yet.

2 Investment Portfolio Manager Jobs in Gainesville, TX

SET JOB ALERT
Details...
Avid Placement
Gainesville, TX | Full Time
$90k-140k (estimate)
6 Days Ago
Avid Placement
Gainesville, TX | Full Time
$90k-140k (estimate)
6 Days Ago
Investment Portfolio Manager
Avid Placement Gainesville, TX
$90k-140k (estimate)
Full Time 6 Days Ago
Save

Avid Placement is Hiring an Investment Portfolio Manager Near Gainesville, TX

Job DescriptionAs 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
QualificationsThe ideal candidate will have experience working with investment accounts in a fiduciary manner with a registered investment adviser or financial services organization. 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.
Why is This a Great Opportunity
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. 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. You will be 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.

Job Summary

JOB TYPE

Full Time

SALARY

$90k-140k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

07/21/2024

Show more

Avid Placement
Full Time
$102k-121k (estimate)
1 Day Ago
Avid Placement
Full Time
$102k-121k (estimate)
1 Day Ago
Avid Placement
Full Time
$114k-145k (estimate)
1 Day Ago

The job skills required for Investment Portfolio Manager include Problem Solving, Business Development, Investment Management, Financial Services, Analytical Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Portfolio Manager. Select any job title you are interested in and start to search job requirements.

For the skill of  Business Development
Outfield Healthcare Partners
Full Time
$65k-84k (estimate)
1 Day Ago
For the skill of  Investment Management
Kestra Investment Management
Full Time
$98k-147k (estimate)
3 Months Ago
Show more

The following is the career advancement route for Investment Portfolio Manager positions, which can be used as a reference in future career path planning. As an Investment Portfolio Manager, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Portfolio Manager. You can explore the career advancement for an Investment Portfolio Manager below and select your interested title to get hiring information.