What are the responsibilities and job description for the Associate Portfolio Manager position at Wealth Enhancement Group?
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our San Marino office in LA is looking to hire an Associate Portfolio Manager. TheAssociate Portfolio Manager role is responsible for assisting the investment strategy team to provide investment and portfolio research to enhance the investment selection and communication process to team advisors and operations. Under supervision, this role will conduct market research as instructed and complete daily portfolio management workflows. Successful Associate Portfolio Managers are given greater responsibility and input into decisions with the ultimate goal of growing into a Portfolio Manager role.
The salary target for this role is $90,000 - $120,000 depending on experience.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Research individual securities, sectors and industries as directed and present findings
- Conduct analysis on individual securities such as stocks, bonds, and ETFs.
- Learn and implement custom models using platforms such as FactSet and other portfolio management tools.
- Present findings in oral and / or written form to appropriate individuals or groups
Securities Trading
Portfolio Operations
Integrate with investment team to develop and maintain a deep understanding in the team's custom investment strategy and a general understanding of broader strategies available
Assist investment team with special projects as required
Education / Qualifications
OSHA Requirement
This position requires the ability to :
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful : health and wellness, financial well-being, professional development, and work / life harmony. You may participate in the following benefits & development opportunities :
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters : Link
OSHA Requirements : This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Salary : $90,000 - $120,000
