Trust Investment Strategy Lead

A financial institution based in Raleigh, NC is seeking a Portfolio Manager to manage investment accounts and coordinate strategies for clients. The role includes analyzing market trends, constructing diverse portfolios, and ensuring compliance with regulatory standards. Ideal candidates have a degree in finance, a CFA designation, and substantial experience in investment management. This position requires strong analytical skills and the ability to foster relationships with clients, ensuring their investment goals are met effectively. #J-18808-Ljbffr