Portfolio Specialist job in Chicago, IL| Recruit Arrow
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Friday, April 26, 2024
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Title
Portfolio Specialist
Location : Illinois, Chicago
Refer job # OKQM337995
 
Job Responsibilities and Requirements: Responsibilities: Successfully implement a broad variety of investment strategies and apply to portfolios as appropriate for each client. Act as a resource to the senior portfolio manager and provide primary portfolio management back up while senior portfolio manager is unavailable. Maintain thorough daily knowledge of the financial markets as well as portfolio management products, including the rationale for underlying holdings and sector allocation decisions. Understand and discuss performance results. Maintain understanding of market developments specific to the product and communicate related information to clients and Financial Advisors. Assist in generating new business via conference calls with Sales personnel, FAs, and prospective clients. Develop strong professional relationships across functions such as portfolio management, sales, and marketing teams. Monitor all portfolio exception and compliance reports. Maintain accurate and timely client files and notes to insure all critical information is reflected. Supports the business by assisting the Portfolio Specialist in an entrepreneurial environment. Requirements: A minimum of two years in the financial services industry is expected. Series 7, 66 registered or must be obtained within 6 months of hire Candidate must demonstrate a strong knowledge of and interest in global financial markets. The individual will also have strong written communications skills. Successful candidates will be self- starters able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time. They will have strong interpersonal skills, and will be expected to develop relationships with Financial Advisors, clients, sales teams, marketing teams, and other functions within the division. The CFA designation is highly preferred.
 
 
 
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