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.