Full-time jobs in Lancaster, PA

About the role

The Senior Portfolio Manager is responsible for managing the firm’s investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.

What you'll bring

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff
• ability to communicate issues and conclusions
• Analytical and data-driven individual with strong problem-solving skills
• Demonstrate excellent business and financial management acumen
• Ability to use sound judgement and discretion regarding confidential information
• Drive to complete performance targets and track record of meeting/exceeding expectations
• Ability to listen to client needs and provide financial solutions, with strong networking capabilities
• Ability to shift focus and adapt to changes
• Education, Experience and Certifications
• Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field
• 7+ years’ experience working in the investment advisory field and in-depth knowledge of portfolio management, trading and market structure
• Current license or registration: FINRA Series 65