Senior Advisor - Portfolio Management

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Nov 23, 2024
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. #LI-CLTSP, #LI-CLTU #LI-AF1