Upvote
Downvote
Portfolio Manager III
Share Job
- Suggest Revision
Full-time
- Reports To: Chief Investment Officer
- The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios.
- The responsibilities include managing our portfolio management software system, identifying, and initiating rebalancing for new accounts and those that have drifted outside of the parameters set by the Investment Committee, and providing guidance and working with wealth advisors to migrate client portfolios closer to firm models.
- This role meets with clients on a periodic basis or as requested by the wealth advisor.
- Participates in equity and investment research.
Active Job
Updated TodaySimilar Job
Relevance
Active