Portfolio Manager III
Cadence Bank | |
United States, Georgia, Peachtree Corners | |
Sep 22, 2024 | |
Description
Position Title: Portfolio Manager III Reports To: Chief Investment Officer FLSA Status: Exempt Department: Investments Location: Houston, TX OR Atlanta, GA Summary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm's Investment Committee. 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. In addition, this individual will actively participate in the communication of investment strategies and/or changes to positions and strategies to clients in conjunction with the wealth advisors. Client Responsibilities This role meets with clients on a periodic basis or as requested by the wealth advisor. Team Responsibilities
Firm Responsibilities
Degrees and Designations
Experience Requirement
Skills Required
Supervisory Responsibilities Future supervisory responsibilities are available for this position Education
Bachelors (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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