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About the Role
Manage sophisticated client portfolios, build trusted relationships, and play an influential role in investment strategy. Contribute to asset allocation, portfolio construction, security and manager selection, market insights, and thought leadership to help clients achieve their financial goals.
Responsibilities
- Manage sophisticated client portfolios
- Build trusted relationships with clients
- Contribute to asset allocation
- Contribute to portfolio construction
- Contribute to security and manager selection
- Provide market insights
- Provide thought leadership
Requirements
- 10+ years of investment or portfolio management experience
- Strong analytical skills
- Passion for putting clients first
Skills
- Portfolio Management
- Investment Strategy
- Asset Allocation
- Portfolio Construction
- Security Selection
- Manager Selection
- Market Insights
- Thought Leadership
- Client Relationship Management
- Analytical Skills
Location
- New London, NH
- Concord, NH
- Hanover, NH
Work Type
- Full-time
Experience Level
- Senior
- 10+ years
Education Level
- CFA or related advanced degree
About the Company
- Ledyard is a financial institution focused on helping clients achieve their financial goals.