What are the responsibilities and job description for the Portfolio Manager Assistant position at Johnson Investment Counsel?
Job Title : PMA Columbus
Date : October 2024
Department
Private Client Group
Reports To : Portfolio Manager
FLSA Classification :
Exempt
Summary / objective of position :
The Portfolio Manager Assistant, located in the Columbus office, proactively assists Portfolio Manager(s) in all aspects of portfolio management. Responsible for managing the administrative functions within each workgroup. This requires the ability to prioritize and delegate tasks with the Client Support Assistant.
Essential functions of position :
- Maintain a strong knowledge of client accounts and individual objectives
- Provide awareness of investment compliance issues concerning client portfolios versus the composite
- Recommend solutions on the following subject matters :
Rebalance accounts based on investment objective
Preferred education and experience
Ability to represent Johnson Investment Counsel externally
Supervisory responsibility : N / A
Travel required : N / A
Work environment : Temperature controlled, office environment
Physical demands : Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.
Additional eligibility requirements : N / A
Work authorization / security clearance requirements : United States Citizen or lawful permanent resident
EEO statement : As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran / military status, or any other protected status as required by law.
Other duties : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
