Investment Officer
Investment Officer
Location : San Antonio
Why this company :
- Multi-generation family office that is focused on family and team work
- Executive leadership team that believes in mentorship and upward mobility
- Enjoy flexible vacation and schedule to allow for your healthy life-work balance
- If you like to be rewarded for your accomplishments, this is your chance!
- Competitive base salary and bonus opportunity
Key Responsibilities :
- Generate reporting data to facilitate growth and manage firm operations
- Provide investment consulting to executive team regarding various securities and investment programs
- Ad hoc projects with leadership team
Qualifications :
- Investment or wealth management industry experience
- High attention to detail
- Desire to understand performance and utilize numbers to communicate
- Thrives in small team, fast paced, family environment
- CFA required
- Advanced degree desired
For a confidential conversation contact :
Dana Laramore, CPC Direct : 210.807.5615 [email protected]
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