Jobs


Senior Investment Officer

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Location
Litchfield, CT
Job Type
Direct Hire
Degree
Bachelor
Date
Feb 06, 2019
Job ID
2600738
Located in one of the most beautiful residential communities in New England, located west of Hartford, our
client seeks a Sr. Investment Officer to lead their investment team and philosophy.

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