Investment Portfolio Manager

Cape Cod
Competitive base salary and bonus structure
08 Nov 2021
08 Dec 2021
Industry Sector
Finance - General
Employment Type
Full Time

Newfound Associates is a Massachusetts based executive search firm, specializing in the Financial Services sector. Our Client is currently seeking an Investment Portfolio Manager to join their respected Wealth Management Team on the Cape. The ideal candidate will make investment decisions for an existing book of business of High Net Worth individuals and small to mid-size institutions.

The Portfolio Manager would be responsible for investment research, for equity stock selection and domestic fixed income selection. They will also be involved with Manager Analysis (diversification) and establishing the client asset allocation strategies. The Portfolio Manager will participate in client meetings, support new business, and other projects as assigned by the Department Manager.

The ideal candidate must possess strong investment and communication skills with a minimum of 7-10 years of client facing experience. Bachelors degree with emphasis on Finance/Economics; Advanced Degree/Designation of MBA, CFP or CFA preferred. Excellent interpersonal skills and team collaboration are very important in this role.

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