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Jr. Investment Portfolio Manager Location: US-TX-Sherman Jobcode: u47m35 Email Job
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Job Description:
As a Jr. Investment Portfolio Manager, you will oversee and execute clients investment activities, design and implement asset allocation strategies, and articulate investment outlooks to clients. You will collaborate with clients and Trust Relationship Managers to develop thoughtful investment strategies while effectively managing risk.
Qualifications: Experience with investment accounts in a trust department or trust company. Thorough understanding of financial markets and securities. Strong analytical and problem-solving skills. Bachelor's degree required.
Why is This a Great Opportunity? This role offers excellent opportunities for growth within the trust and wealth management business, with training and development opportunities to advance your career. Located in the Lake Texoma area, it provides a supportive environment for both clients and team members.
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