General information

Name
Consulting - Wealth Advisory - Portfolio Management - Senior Advisor
Posting Title
Senior Advisor - Portfolio Management
Ref #
2233638
Date Published
Wednesday, September 4, 2024
City
Charlotte
State
North Carolina
Country
United States
Job Category
Wealth Advisory
Office
Wealth Advisory (Forvis)
Advertised Location
US-NC-Charlotte, US-NC-Charlotte
Working time
Full Time

Description & Requirements

Forvis Mazars is seeking to add a Wealth Management professional to serve an Associate Portfolio Manager in Charlotte, NC.  

How you will contribute:
  • Acquire an understanding of portfolio management philosophy, systems, software, and tools.
  • Join local portfolio management team in implementing and monitoring investment strategy. 
  • Partner with Advisor team to coordinate investment strategy with financial planning and deliver an Unmatched Client Experience.
  • Prepare and execute rebalancing recommendations. 
  • Generate block trades for efficient implementation of portfolio model changes across client accounts.
  • Perform prospect portfolio analysis and create portfolio reviews.
  • Develop transition plans for new clients with existing portfolios.
  • Prepare client specific research, analysis, and reports as needed.
  • Complete required annual compliance reviews for assigned accounts.
  • Firm-wide Process Support:
    • Acquire an understanding of the resources and tools used in investment research and decision-making processes.
    • Support the Forvis Mazars Investment Committee through sub-committee membership.
    • Participate in project teams analyzing market and economic factors, potential changes to portfolio design, and specific investment opportunities.
Minimum Qualifications:
  • Bachelor's degree is required.
  • CFA Charter, or a commitment to pursue the CFA charter.

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