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Senior Portfolio Manager

Company: Financial Additions
Location: Fort Worth
Posted on: February 23, 2021

Job Description:

Financial Additions has partnered with a large, well established company in Fort Worth seeking a Sr. Portfolio Manager for a direct hire opportunity. Our client is offering competitive compensation, terrific benefits, and the opportunity to work from home! Duties and Responsibilities:* Construct and manage risk appropriate portfolios in conjunction with client's financial plan* Gather financial plan and asset information * Partner with Trust Investment Associates to follow through on asset gathering and portfolio deployment review data from multiple sources* Participate in due diligence efforts to review investment partnersRequirements and Qualifications:* Bachelor's degree required * 8+ years related experience required * CFP or CFA required * Candidate must be local to the DFW area

Keywords: Financial Additions, Fort Worth , Senior Portfolio Manager, Executive , Fort Worth, Texas

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