The Rhonemus Group has been retained by a very strong regional bank for a Senior Investment Officer and Portfolio Manager.
In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will be responsible for preparing presentations and compiling supporting information for current clients and for developing new business by promoting investment management services.
QUALIFICATIONS REQUIRED:
· Bachelor’s Degree in Business and/or Finance or related discipline.
· Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.
· Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
LOCATION: This position is a hybrid role. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Rd., Columbus, Oh.
If you are interested in having a confidential conversation about this opportunity, please email John Durant at jwdurant@rhonemusgroup.com or call 614-695-3854.