Junior Portfolio Manager
Job Opportunity at BancSearch

Posted on Nov 10

http://www.bancsearch.com    +1 (918) 496-9477

Location: Fayetteville, AR
Job Type: Full Time
Job ID: W4144260

Our client a boutique, registered investment advisory firm located in Northwest Arkansas seeks an equity portfolio manager. This is a stable, well-respected firm with about $150 million AUM.  There is opportunity to grow a business within the business and possible equity in the future. This position reports to and supports the President/CEO in all investment related functions. 

  • Participate in client and prospective client meetings
  • Client communications, written and verbal
  • Portfolio management
  • Oversee and work with research analyst as it relates to investments
  • Performance measurement
  • Compliance monitoring
  • Marketing/new business development. 
  • Experience working with clients
  • Experience managing equity portfolios
  • Experience researching equities. 
  • A stable work history is required 
  • A bachelor's degree is required
  • CFA designation is required

Compensation: Base Salary of $75,000 to $100,000 plus bonus 

Keywords:  Wealth Management, Investments

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