317 Portfolio Manager Assistant Jobs in Columbus, OH
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Johnson Investment Counsel is Hiring a Portfolio Manager Assistant Near Columbus, OH
- Maintain a strong knowledge of client accounts and individual objectives
- Ensure portfolio consistency with investment models for all client accounts
- Recommend and implement solutions on the following subject matters:
- Rebalance accounts based on investment objective
- Cash levels and pace of investments
- Non-representative accounts
- Non-model securities as directed by Portfolio Manager
- Process security purchase and sales and provide recommendations to Portfolio Manager
- Must be familiar with model portfolios and investment rationale for each holding
- Assist with client projects such as stock holding research, insurance policy assessments, income tax review and review of outside assets
- Develop knowledge of estate planning, charitable giving and other similar investment approaches to assist clients with their Financial Plan.
- Prospective client analysis
- Participate on relevant teams, focusing on area of interest.
- Ability to become a subject matter expert on relevant topics.
- Maintain strong knowledge of all relevant software applications (CRM, Portfolio Management, eMoney, etc)
- Assist Portfolio Manager(s) on client communications
- Work closely with Client Support Assistant(s) to handle administrative tasks, client and prospect meeting preparations, and account transfer process
- Professional development progress toward CFA or CFP is expected. Various duties and responsibilities that may be required by Portfolio Manager(s)
- Heart to serve clients
- High level of positivity
- Ability to work collaboratively
- Four-year undergraduate degree (finance or business related preferred)
- 0-3 years of industry related experience strongly preferred
- Must be organized and detail oriented
- Must be able to manage multiple projects simultaneously
- Must have an interest in investments
- Proficient in Excel and Word
- Able to work in a team environment
- Ability and willingness to learn
- Must demonstrate a high level of initiative
- Excellent communication skills (verbal and written)
- Ability to represent Johnson Investment Counsel externally
Job Summary
Full Time
Investment Management
$68k-95k (estimate)
06/07/2023
05/10/2024
johnsoninv.com
CINCINNATI, OH
50 - 100
1965
$10M - $50M
Investment Management
Related Companies
About Johnson Investment Counsel
Johnson Investment Counsel has steadily grown to become one of Ohios largest independent wealth management firm, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clientsmeaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our... dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.
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The job skills required for Portfolio Manager Assistant include Analysis, Portfolio Management, Initiative, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager Assistant positions, which can be used as a reference in future career path planning. As a Portfolio Manager Assistant, it can be promoted into senior positions as a Fixed Income Analyst, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager Assistant. You can explore the career advancement for a Portfolio Manager Assistant below and select your interested title to get hiring information.
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