What are the responsibilities and job description for the Junior Portfolio Manager position at Buska Retirement Solutions, Inc?
Company Overview
Buska Wealth Management, LLC is a Registered Investment Advisory Firm dedicated to providing tailored investment advice and active asset management solutions. We pride ourselves on our fiduciary responsibility to always act in our clients' best interests, ensuring that their financial goals are met with integrity and expertise.
Summary
We are seeking a detail-oriented and analytical Junior Portfolio Manager to assist in the management of investment portfolios across a range of asset classes. The ideal candidate will support senior portfolio managers in monitoring portfolio performance, conducting market research, and preparing investment reports.
Responsibilities
- Assist in the daily management and oversight of client investment portfolios
- Conduct financial and market analysis to support investment decisions
- Prepare performance reports, client presentations, and investment summaries
- Support asset allocation and risk management strategies
- Monitor portfolio compliance with internal guidelines and regulatory requirements
- Collaborate with internal teams including research, trading, and operations
- Stay updated on market trends, economic developments, and relevant financial news
- Attend client meetings and assist with relationship management as needed
- All other duties as assigned
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- 1–2 years of experience in investment management, finance, or a related role
- Strong understanding of financial markets and investment principles
- Proficiency in Microsoft Excel; knowledge of Bloomberg, FactSet, or Morningstar is a plus
- Excellent analytical and problem-solving skills
- Strong written and verbal communication abilities
- Working toward or interested in pursuing CFA or MBA is a plus
- Series 65 license or ability to obtain upon hire
If you are passionate about finance and eager to grow your career in investment management, we invite you to apply today and become a part of our dedicated team at Buska Wealth Management!
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Education:
- Bachelor's (Preferred)
Ability to Commute:
- Wausau, WI 54401 (Required)
Ability to Relocate:
- Wausau, WI 54401: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000