Oct 06, 2020

Associate Portfolio Manager

  • Malay
  • Lancaster, PA, USA
Full time Finance Professional Services

Job Description

WHO WE ARE

Ambassador Advisors, a Christian financial planning firm in Lancaster, Pennsylvania, is currently seeking a full-time Associate Portfolio Manager with a minimum of five years’ experience in investment/portfolio management. Branch offices are located in PA, NY and FL.

GAIN EXPERIENCE

The individual will work with the firm’s Wealth Management Committee, Senior Portfolio Manager, financial strategies department, financial advisors and clients. Responsibilities include trading, account rebalancing, research, portfolio analysis, performance analysis and investment strategy. The individual will need to be responsive to client questions and build trusted relationships with financial advisors and retail investors. The individual will serve on the Wealth Management Committee and will prepare reports for the committee regarding the status of managed client accounts.

UPWARD MOBILITY

Along with strong written and verbal skills, the Associate Portfolio Manager is encouraged to use creativity, generate ideas and be a positive contributor to the firm. A natural curiosity and willingness to learn and improve processes is essential. This team member’s future includes opportunities for leadership and growth. 

SKILLS NEEDED

The preferred candidate will be a CFA or CFA candidate, and will have: familiarity with Capital Markets, technology and advanced understanding of the MS office suite (especially Excel), experience with Portfolio creation and implementation, and knowledge of Bloomberg.


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