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If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits... Old North State Trust may be the right place for you.
Old North State Trust is a Greensboro, NC based financial services firm specializing in investment, trust and estate services and we are seeking candidates for the position of Assistant Portfolio Manager.
The Associate Portfolio Manager plays a crucial role in supporting the activities of a portfolio management team within an investment firm or financial institution. This person works with portfolio manager(s) and operations staff to perform a variety of duties to support the investment team. They serve as a portfolio manager’s primary point of contact with investment operations, trust officers, compliance, and relationship managers; they develop & lead practice management routines to promote efficient and effective practices and support the teams in overall asset management strategy.
As an Assistant Portfolio Manager, you will:
Account Maintenance and Administrative Support:
Compliance and Regulation:
Investment Strategy & Support:
Portfolio Management Research & Analysis:
Client & Team Interaction:
The ideal candidate will have:
Old North State offers competitive compensation and benefits.
EOE / e-verify
Full Time
$72k-101k (estimate)
02/01/2024
06/28/2024
oldnorthstatetrust.com
Greensboro, NC
100 - 200
The job skills required for Assistant Portfolio Manager include Analysis, Portfolio Management, Presentation, Team Management, Economics, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Assistant Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Assistant Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Assistant Portfolio Manager positions, which can be used as a reference in future career path planning. As an Assistant Portfolio Manager, 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 Assistant Portfolio Manager. You can explore the career advancement for an Assistant Portfolio Manager below and select your interested title to get hiring information.