Job Description

The initial focus of the Jr. Portfolio Manager will be to assist other portfolio managers in the oversight of various types of investment management and trust accounts, with the expectation that subsequent responsibilities will be assigned relating to the direct management of clients’ portfolios.

  • (Various) market and investments monitoring
  • Portfolio rebalancing and trade execution
  • Portfolio monitoring and reporting
  • Assist with client account compliance maintenance
  • Assist in preparing client meeting materials
  • Assist with new business proposals/presentations

The successful candidate will work in a progressive organization that affords attractive career advancement opportunities.


  • Bachelor’s degree in a business-related field and 2-3 years related experience or training, preferred.
  • Working towards a professional certification (CFA, CFP, etc.), preferred.
  • Experienced in managing client relationships, especially in a fiduciary wealth management environment, preferred.
  • Strong initiative and interpersonal skills with a commitment to work in the clients’ best interests.
  • Comfortable using various computer software applications and keeping current with related technological changes.
  • Excellent verbal and written communication skills.
  • The work schedule would be Monday thru Friday, 40-hour work week, as such may be determined in conjunction with work-from-home guidelines.

Position Type

Full Time – Regular


Clayton Office

Work Hours

M-F 8:00 a.m. to 5:00 p.m.

Standard Hours


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