Client Portfolio Manager & Trade Specialist
- Employer
- Verity Investment Partners
- Location
- Bluffton, South Carolina
- Salary
- Salary commensurate with experience
- Closing date
- Feb 12, 2023
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- Job Function
- Relationship Management, Trading
- Industry Sector
- Asset Management
- Certifications
- Passed CFA Level I, Passed CFA Level II
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
Job Description:
The Client CPM and Trade Specialist will provide oversight and implement all trade related operational and administrative functions. The preferred candidate will develop as the primary Trader for VIP. Additionally, he/she will be responsible for working with VIP Client Advisors to oversee the implementation of investment requirements including rebalancing, tax-loss harvesting, cash management, etc. This is a dynamic and multi-dimensional role that is viewed as an extreme value-add to the VIP team supporting many key functions within the organization. He/she will work with both the Wealth Management team and Asset Management team at VIP, reporting to the Chief Investment Officer (CIO). The position provides an excellent opportunity to learn and grow in the firm with increasing responsibilities.Company
Verity Investment Partners is an SEC registered investment advisory firm located in the small seaside town of Beaufort, SC. We manage approximately $450 million for a limited number of individual investors and their families throughout the United States.
Company info
- Telephone
- 8433796661
- Location
-
P.O. Box 1086
Suite 315
Beaufort
SC
29901
US
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