Website Adams Inc
TRAZ66878 – Senior Trust Investment Portfolio Manager – Phoenix, AZ
We are conducting a search for a trust department wealth management client in the Phoenix market looking for someone that comes with a bachelor’s degree in finance, is preferably a CFA or CFP with a minimum of five years’ experience in trust investment management. This person will configure multi-asset class portfolios using individual securities, mutual funds, ETF’s, and SMA’s based on the clients’ risk tolerance and return objectives, analyze economic conditions and financial markets to evaluate asset allocation within the investment team, monitor mutual fund (equity, fixed, and alternative) and external managers’ performance, actively participate in the acquisition of new business through investment presentations to individuals, companies, boards and non-profits, will be responsible for the performance and growth of investment management accounts within the investment group as assigned, customize complex investment portfolios using open architecture platforms and alternative investments to maximize returns, and assist Trust Administrators in relationship building for the retention of clients. This opportunity could lead to a Chief Investment Officer role in the future within this fast-growing company. For more information, please call Jay Adams at (402) 934-3307 or email at: jadams@adams-inc.com