Senior Portfolio Manager (San Antonio)

Argent Financial Group International Llp•San Antonio, TX

27d

About The Position

The primary role of the Senior Portfolio Manager will be to collaboratively develop, execute and communicate investment management services to clients of Argent including (but not limited to) individuals, nonprofit organizations, and institutions. In this role the Senior Portfolio Manager will collaborate effectively with colleagues as well as clients and partners of Argent.

Requirements

Ability to communicate complex investment and market concepts in a clear, concise manner to a variety of clients
Strong analytical skills are required, including attention to details
Work collaboratively with client team to deliver fiduciary services and achieve client satisfaction
Proficiency in written and oral communications with strong presentation skills
Ability to adjust communication style to varying audiences
4 to 6+ years related work experience preferred
Undergraduate/Graduate, MBA degree, finance/economics preferred
Excel, Word, Power Point proficiency preferred

Nice To Haves

Preference will be given to candidates who hold the CFA designation program

Responsibilities

Developing and evaluating investment objectives and goals
Constructing and managing diversified investment portfolios for clients using a variety of strategies and vehicles
Conducting regular portfolio reviews and providing updates to clients
Performing rebalancing/trading analysis
Placing trades in client accounts
Communicating regularly and closely with the client service team
Serving on various internal investment decision-making committees and workgroups
Assisting with the evaluation, screening, selection, and management of mutual funds and investment managers for use in client accounts
Conducting and summarizing economic analysis and research
Assisting in the research and evaluation of asset classes
Communicating clearly to clients the aspects of complicated investment concepts to a varied client base
Participating in business development meetings with Relationship Managers and Management
Collaborating with client relationship team members, including other portfolio managers
Working with Relationship Managers to develop and document the appropriate investment objectives, asset allocation guidelines and appropriate investment strategies for the client base
Preparing and presenting multi variable financial plans to clients utilizing financial planning software