Portfolio Manager - (US-IL-Chicago)

Portfolio Manager - (US-IL-Chicago)

Compensation: $80K - $110K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: N44818BRJA

If not you, would you know someone???  I will pay a finders' fee if you refer someone who is hired.

Experience Required : 3 - 5 years
Degree Required : Graduate Degree

• Provide proactive and comprehensive investment management to your clientele and the Private Client Group team.
• Support the Relationship Manager within the client/prospect sales process as well as support regional marketing activities and development of Centers of Influence as needed.
• Proactively monitor and manage all accounts while providing sufficient documentation of strategy and execute investment strategy in accordance with client investment policy.
• Ensure account compliance to investment strategy and client investment policy statements, as well as proper account diversification.

Candidate Must Have :

• Graduate Business Degree preferred
• CFA OR CFP preferred
• Three to five years of Portfolio Management experience
• Strong quantitative and analytical ability in investment management
• Strong communication skills (oral & written)
• Excellent customer service and telephone skills required

Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.

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Jeff Altman, The Big Game Hunter
Concepts In Staffing
9 East 37 Street
New York, NY 10016

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