JOB TITLE: Portfolio Manager Investment Officer JOB CATEGORY: Service Advisor - Investments PRIMARY FUNCTION(S): Perform research, manage accounts, maintain client contact and conduct review meetings, and participate in new business presentations. PRINCIPAL JOB DUTIES AND RESPONSIBILITIES: 1. Perform equity/fixed research to include sector, industry, and company analysis. 2. Manage accounts to include the setting of investment objectives, and asset allocation ...
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