Foster Victor
Greenville, South Carolina, United States
(on-site)
Posted
2 days ago
Job Type
Full Time
Job Duration
Indefinite
Industry
Private Wealth Management Firm/Family Office/Trusts
Min Experience
7-10 Years
Min Education
Bachelors
Required Travel
None
Job Function
Portfolio Manager
Description
- Develop new investment ideas and portfolios
- Manage portfolio holdings and research replacements
- Review quarterly earnings calls
- Present ideas and trends to investment team
- Regularly review current holdings and asset allocations
- Manage fund wholesaler relationships
- Participate in client meetings as the Investment Guru
- Assist in research and management of alternative investment solutions
- Create investment tools, recommendations, and research for advisors and clients
- Participate in Quarterly Best Execution Committee meetings
- Run Monthly Investment Committee meetings
- Prepare monthly/quarterly Client newsletter on markets
- Review QL 401k models and outside 401k recommendations
- Supervise cost-basis analysis for incoming and existing accounts
- Supervise creation of investment materials for client meetings
- Supervise the creation and maintenance of all investment collateral and reports
- Assist in various internal investment audits
- Supervise Proxy Voting
- IPS template creation and education
- Mentoring and educating staff
Requirements
- Chartered Financial Analyst (CFA)
- Bachelor's Degree
- MBA (preferred)
- Series 65 (preferred)
- 10-15+ years of Investment and Portfolio Management Experience
Job ID: 80759237
