Operations Finance Manager
Aramark
Oracle
Senior Investment Officer
Northern Trust
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteSalary
💰 $236,555 - $414,115 per year
Job Level
Senior
About the role
- Manages investment activities for major fee revenue producing accounts
- Develops, recommends, and directs execution of investment strategies for clients
- Analyzes and plans overall investment strategy
- Maintains communication with local client facing teams
- Engages in new investment business development
- Participates in local market strategic plan development
- Provides leadership and guidance to staff and fosters an environment of engagement
Requirements
- 15+ years of investment experience as a portfolio manager
- Knowledge of investment and portfolio management theory, accounting, and financial principles
- Strong sales and negotiating skills
- Leadership and organizational skills to determine unit goals and resources needed
- Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
- Technical expertise with a broad range of investment solutions
- MBA and/or CFA, CFP, CIMA, CPWA and CAIA preferred
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementportfolio managementfinancial principlesaccountinginvestment strategiesinvestment solutionsbusiness developmentstrategic planningnegotiating
Soft skills
leadershiporganizational skillscommunicationengagementsales skills
Certifications
MBACFACFPCIMACPWACAIA
