Jobs


Senior Investment Officer

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Location
Litchfield, CT
Job Type
Direct Hire
Degree
Bachelor
Date
May 30, 2018
Job ID
2600738
Duties:   
As Sr. Investment Officer, you will: 
  • Lead investment team.
  • Oversee and update when needed the investment philosophy, policies, and procedures.
  • Evaluate and recommend investment vehicles – stocks, bond, mutual funds, etc. to be selected for portfolios.
  • Review and develop model portfolios; migrate client accounts to model portfolios. Personally manage a small portfolio of accounts
  • Participate in new business opportunities.
Qualifications: 
As successful candidate for Sr. Investment Officer, you will have: 
  • Management experience, leading an investment team
  • Experience leading an investment team
  • Experience assisting with new business, e
  • Experience working with high net worth clients
  • New business experiences. 
  • Bachelor’s degree required
  • Graduate degree, CFA are a plus
Compensation:  Depends upon experience, bonus up to 15%

Keywords:  Wealth Management, Investment Management, Trust