NPAworldwide - Sherman, TX
posted 5 months ago
As a Jr. Investment Portfolio Manager, you will hold a pivotal position, overseeing and executing clients' investment activities within established risk/reward parameters. Your role is crucial in ensuring the financial success of our clients. You will be responsible for supervising and executing all investment activities, designing and implementing asset allocation and investment strategies that meet clients' unique needs. Additionally, you will articulate your perspective on the current investment outlook and ensure effective communication with clients and team members. Collaboration with Clients and Trust Relationship Managers will be essential as you develop and implement thoughtful investment strategies while effectively managing risk. You will also monitor and research investment strategies and models, acting as a liaison with the Turnkey Asset Managers (TAMPs) and assisting with business development efforts. The ideal candidate will have experience working with investment accounts in a fiduciary manner with a registered investment adviser or financial services organization. A thorough understanding of financial markets and security types, along with the ability to communicate concepts to clients, is essential. Strong analytical skills, problem-solving abilities, and attention to detail are critical for success in this role. Being a team player willing to perform wealth management tasks outside of investment management is also important. This position requires someone to work in the office, ensuring availability for clients and team members. This is an excellent opportunity for someone with a few years of investment experience to learn the ins and outs of the trust and wealth management business, with training and development opportunities to help advance your career. The contribution of the Jr. Investment Portfolio Manager to the team's success is highly valued, and you will be located in the Lake Texoma area, one of the largest reservoirs in the U.S., with 89,000 acres of surface water.