Portfolio Manager III - Kansas City, MO
3 weeks ago

Job summary
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.Responsibilities
- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
- Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Job description
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