Position: Director of Investment Philosophy

Description of the Role

 

  • Manage all client invest portfolios
  • Focused purely on¬†creating, maintain model portfolios for the firm and providing insight to the director of FP
  • Conduct ongoing research of market trends to increase portfolio alpha and decrease beta
  • Provide periodic market analysis reports
  • CFA preferred

We want to ensure that our company culture and the dynamics of the role are a good fint for you. Before a formal interview, we like to setup a time to learn a little more about you and you are invited to the opportunity to learn more about our company. Click the link below to schedule a meeting. (I’m a Financial Professional – Job Inquiry.

CONTACT US

GA

1100 Peachtree St NE, Atlanta, GA 30309

NC

615 S College st 9th Floor, Charlotte NC, 28202