Portfolio Manager | Atlanta, Georgia

Reference Number: KL6790
Location: Atlanta, Georgia

Judson Group has partnered with a successful financial advisory firm in the search for a Portfolio Manager responsible for supporting Senior Investment Advisors with portfolio management, financial planning, capital markets research, and client-facing activities such as portfolio reviews. The ideal candidate has extensive experience overseeing portfolios, generating investment recommendations and client presentation experience.

Responsibilities:

  • Responsible for establishing and leading relationships with current and prospective HNW clients.
  • Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
  • Responsible for client meeting preparation with emphasis on investment management and financial planning.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
  • Responsible for the implementation and trading of client portfolios.
  • Responsible for business development, networking, and establishing relationships with prospective clients and local professionals.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.

Requirements:

  • 5+ years’ experience in wealth strategy and investment management.
  • Bachelor’s degree required; CFA highly preferred; Advanced degree and CFP also preferred.
  • Significant experience with investment management and financial/estate planning.
  • Established referral network and proven ability to develop new business.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Atlanta, Georgia

Reference Number: KL6790

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