Manager in Training at TopBuild focusing on energy - efficient insulation and building material products. Gaining management knowledge and experience through training in various departments.
About the role
- Portfolio Manager supporting client service initiatives, trading activities, and data analysis at Baird Trust Company. Key contributor in Investment Committee involved in portfolio management and strategic objectives.
Responsibilities
- Support client service initiatives, assist with portfolio management and trading activities
- Conduct performance and data analysis, participate in the BTC Investment Committee
- Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies
- Learn the intricacies of portfolio management within a trust company environment
- Support BTC trading functions – equity and fixed income – for Trust Company client accounts
- Review accuracy of BTC client investment reviews used during client meetings
- Support BTC investment strategies by providing data analysis through use of third party applications
Requirements
- Four (4) year degree in Business, Economics, Accounting, or Finance (Masters of Finance or MBA preferred)
- MBA / CFA / CFP preferred
- FINRA Series 7 Required – or ability to obtain
- FINRA Series 63, 65, or 66 required – or ability to obtain
- Knowledge of asset allocation, equity and fixed income markets
- Statistical methods and concepts and other analytical financial tools particularly as relate to investment performance
Benefits
- Hybrid schedule of 4 days in office and 1 day remote
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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