Logo
job logo

Client Portfolio Lead & Senior Investment Strategist

W3Global, Chattanooga, Tennessee, United States, 37450

Save Job

A financial services company located in Chattanooga, Tennessee is seeking a Client Portfolio Manager and Senior Investment Analyst. This hybrid role requires a blend of advanced investment research with portfolio management responsibilities. The ideal candidate will manage client relationships, conduct comprehensive market research, and contribute to the firm's investment strategy. Successful candidates should bring over 5 years of experience, a strong analytical mindset, and excellent communication skills. A Bachelor's degree in a relevant field is a must, with CFA designation preferred. #J-18808-Ljbffr