Ambassador Advisors Hiring for Portfolio Manager Job at Lancaster, PA Full Time

Company Description

Ambassador Advisors is an independent investment and wealth advisor dedicated to helping others maximize their stewardship of God’s resources. Ambassador serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. Our team helps clients accomplish their goals by providing customized, objective investment management and wealth planning strategies. Serving clients since 1990, Ambassador is headquartered in Lancaster, Pennsylvania, with offices in Binghamton and Painted Post, New York, and Fort Myers and Naples, Florida. Ambassador oversees approximately $800 million in assets.

Job Description

The Portfolio Manager serves as the primary allocator of client assets. This includes the management of multiple related strategies, and utilization of a team environment to achieve maximum risk/reward for clients within a faith-based investing philosophy. In addition, the Portfolio Manager is entrusted with sharing market outlooks with advisors, clients, and employees to create a shared vision.

Job Responsibilities

· Responsible for the selection of individual securities (stocks), ETFs, and mutual funds across multiple models.

· Conducts fundamental and quantitative analysis and due diligence of all positions in conjunction with the investment team and faith-based values.

· Fosters strong relationships with advisors and provides ongoing updates of performance and strategy.

· Serves on the Investment Committee to provide insight and recommendations.

· Maintains relationships with outside vendors and fund companies while always placing the clients’ needs first.

· Works alongside the Wealth Management Team to meet clients’ goals and objectives.

Qualifications for Portfolio Manager

· At least 3 years’ experience managing investment decision making.

· MBA/CFA (preferred).

· Strong understanding of investment strategies and risk management.

· Excellent verbal and written communication skills.

· Strong analytical and problem-solving skills.

· High interest in, and enthusiastic about, economic, and financial market trends.

Please use this application link to submit your Cover Letter and Resume:

https://bit.ly/AMB_PortfolioManager

Job Type: Full-time

Pay: $39,129.00 – $174,869.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Microsoft Powerpoint: 1 year (Preferred)

Work Location:

• One location

Work Location: One location