Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Investment Advisor Representative
New Haven, CT (Onsite)
Direct Hire
Overview :
Facilitates sales initiatives and business development opportunities within Company’s Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.
Core Responsibilities:
Skill Qualifications:
Required:
Preferred:
Education and Experience Qualifications:
Required:
Preferred:
About the Company:
USPRO
USPRO, a Boston-born and bred, woman-owned and operated company, has built a solid reputation as a top provider of temporary and permanent hiring solutions in the aerospace/defense, healthcare and manufacturing industry.
Our goal has always been to scour the land for the best in order to offer the best.
Our outstanding service model has earned us five-star prestige as a top supplier to government and private sector employers in the aerospace, manufacturing and healthcare industry.
Our mantra is simple: Working together, we’ll quickly set the standard that there are no limits to anything you’re looking to accomplish. No limits at all.
Company Size:
20 to 49 employees
Industry:
Staffing/Employment Agencies
Founded:
0
Website:
https://www.uspro.net/
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