Cyperus Group LLC · 1 week ago
Portfolio Manager
Morristown, NJ
Full-time
Onsite
Mid, Senior Level
$140K/yr - $220K/yr
3+ years expCyperus Group LLC is a wealth management firm seeking a Portfolio Manager. The primary focus will be on managing investment accounts for high net worth individuals and families, while also generating revenue through additional services and maintaining strong client relationships.
Hiring Manager
Brian Regan
Responsibilities
Manage discretionary and non-discretionary investment accounts for high net worth individuals & families
Analyze equity and fixed income securities
Initiate portfolio recommendations
Direct portfolio management of investment accounts from wealthy families and high net worth individuals
Generate incremental fee revenue through additional cross-selling & services from these relationships
Customization and management of client investments based on client’s objectives
Establish and maintain a tight relationship to every client with the appropriate communication frequency
Keep clients abreast of changes in their portfolio’s
Alert clients of recommended changes in investment strategy, tax and other developments
Refer clients to or work in conjunction with a team providing financial planning, tax planning, and trust/estate administrative services
Qualification
Required
3-8 or more years related within financial industry with client portfolio management responsibility for managing discretionary and non-discretionary investment accounts for high net worth individuals & families
Strong ability to analyze equity and fixed income securities and be able to initiate portfolio recommendations
Company
Cyperus Group LLC
The Cyperus plant isn’t flashy. It doesn’t bloom brightly or tower above others.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase