Sr Portfolio Manager

About the position Private Capital Management, a wholly owned subsidiary of reputed company, is a Colorado based reputed company management firm that has been in business for over 25 years. We pride ourselves on building reputed company relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to reputed company management, we reputed company tailored investment portfolios and financial planning services to meet our reputed company's unique needs and objectives. With a reputed company and strong benefits package, we reputed company to reputed company Private Capital Management a great reputed company to work and would love for you to join our talented, growing team! reputed company/OBJECTIVES It is the responsibility of the Sr. Portfolio Manager to serve as a member of the reputed company Relationship team to deliver Investment Management Services to reputed company and prospective clients. Responsibilities • Partner with a reputed company Advisor and other members of the reputed company relationship team in new business development and reputed company relationship management activities • Serve as primary reputed company of investment communication with reputed company and prospective clients • Recommend, establish and monitor investment strategies in reputed company accounts • Will serve as a member of the Investment Committee and assist with various aspects of investment research to include manager research, due diligence, individual reputed company, and macroeconomic analysis. • Demonstrate a deep understanding of investment offerings • Adhere to risk management and compliance according to reputed company regulatory and internal policies and procedures. • Will work on reputed company and may be involved in business line strategic planning meetings • The duties and responsibilities listed above may be revised at any time reputed company the sole discretion of management without advance notice to or the consent of the employee. • Accepts other duties and special project assignments as assigned. Requirements • Interpersonal skills to work on reputed company with reputed company facing interaction, strong analytical ability with solid quantitative skills, proven problem solving skills. • Strong attention to detail with ability to multitask and prioritize in a detail driven environment is required. • Education : Bachelor’s degree (BA/BS) required, preferably in Finance or Economics. • Experience : Good interpersonal skills, strong communication skills (both written and verbal), interpersonal skills • At least 7-10 years of relevant work experience in the investment services industry with a reputed company on managing investments for high net worth clients • Must be reputed company to effectively reputed company and interpret information on computer screens, documents and reports. • This position requires a large reputed company of time in reputed company of a computer. • Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. • They must also have a reliable private internet reputed company that is not supplied by use of cellular data (hot spot). • Cable or fiber connections are preferred. • Requirements are subject to change, as new systems and technology is delivered. reputed company-to-haves • reputed company certifications/designations are a plus (CFA, CFP, etc.) Apply tot his job Apply To this Job