Sr. Investment Officer - Litchfield, Connecticut United States - 16984

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JOB DESCRIPTION

Job #: 16984
Title: Sr. Investment Officer
Job Location: Litchfield, Connecticut - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Trust departments, trust companies
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Located in one of the most beautiful residential communities in New England, located west of Hartford, our client seeks a Sr. Investment Officer to lead their investment team and philosophy.

JOB DESCRIPTION

As Sr. Investment Officer, you will: 

  • Lead investment team.
  • Oversee and update when needed the investment philosophy, policies, and procedures.
  • Evaluate and recommend investment vehicles – stocks, bond, mutual funds, etc. to be selected for portfolios.
  • Review and develop model portfolios; migrate client accounts to model portfolios. Personally manage a small portfolio of accounts
  • Participate in new business opportunities.

QUALIFICATIONS

As successful candidate for Sr. Investment Officer, you will have: 

  • Management experience, leading an investment team
  • Experience leading an investment team
  • Experience assisting with new business, e
  • Experience working with high net worth clients
  • New business experiences. 
  • Bachelor’s degree required
  • Graduate degree, CFA are a plus

Education:
University - Bachelor's Degree/3-4 Year Degree