Investment Portfolio Manager manages the company'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 Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Sandhill Investment Management is seeking a dynamic and experienced Investment Advisor to join our growing team based in Buffalo, NY. As an Investment Advisor, you will play a crucial role in building and maintaining a book of clients, providing financial guidance, creating comprehensive financial plans, and contributing to the growth of our firm's presence in the community. Our firm focuses on serving high net worth individuals as well as managing institutional assets such as Endowments and Foundations. This is an exciting opportunity to work in a fast-paced and collaborative environment, where you can make a significant impact on our clients' financial success and contribute to the growth of the firm.
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We offer a competitive compensation structure, performance-based incentives, a monthly marketing budget, comprehensive benefits package, and equity ownership opportunities.
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