What are the responsibilities and job description for the Senior Managing Advisor, Portfolio Management position at Forvis Mazars US?
Description & Requirements
Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager.
How You Will Contribute
Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager.
How You Will Contribute
- Join our Kansas City team and assume portfolio management responsibilities in an established private client practice.
- Acquire an understanding of portfolio management philosophy, systems, software, and tools.
- Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience.
- Participate in business development opportunities to grow assets under management.
- Prepare and execute rebalancing recommendations.
- Perform prospect portfolio analysis and create portfolio reviews.
- Develop transition plans for new clients with existing portfolios.
- Prepare client specific research, analysis, and reports as needed.
- Complete required annual compliance reviews for all assigned accounts.
- Acquire an understanding of the resources and tools used in investment research and strategy decision-making processes.
- Support the Forvis Mazars Investment Committee through sub-committee membership.
- Participate in analyzing market and economic factors, potential changes to portfolio strategy, and specific investment opportunities.
- 10 years of industry experience
- Bachelor's degree required
- CFA Charterholder
