Portfolio Management Associate Position Available In Forsyth, North Carolina
Tallo's Job Summary: Salem Investment Counselors in Winston-Salem, NC is seeking a Portfolio Management Associate to join their team. The ideal candidate will have experience with private wealth clients, Charles Schwab custody platform, Tamarac portfolio management software, and FactSet financial data system. Responsibilities include research, analysis, investment evaluation, trade execution, and client support. This full-time position offers a salary range of $85,000.00 - $115,000.00 per year with benefits including health insurance, paid time off, and retirement plan.
Job Description
Portfolio Management Associate Salem Investment Counselors Winston-Salem, NC 27103 Salem Investment Counselors is looking for an experienced professional to join a growing investment practice in the WInston-Salem, NC office. Ideal candidates will have experience working directly with private wealth clients and assisting with research and overall portfolio management. Experience with the Charles Schwab custody platform, Tamarac portfolio management software and FactSet financial data system are highly desirable.
Further responsibilities:
Conduct macro, asset class, industry sector and theme-based research and analysis Assist with portfolio management and analysis Evaluate new investments (equities, fixed income, alternative investments) Execute equity and fixed income trades Run, process, and audit performance reports Assist with client requests and general account administration.
Job Type:
Full-time Pay:
$85,000.00 – $115,000.00 per year
Benefits:
Dental insurance Health insurance Paid parental leave Paid time off Professional development assistance Retirement plan
Schedule:
Monday to
Friday Work Location:
In person
