Manager of Investments Job at Lauber Business Partners (Fractional/Interim Leadership, Con..., Brookfield, WI

WFh6V3gyejBQeFhRTmlBTnhweTNGeHV0NWc9PQ==
  • Lauber Business Partners (Fractional/Interim Leadership, Con...
  • Brookfield, WI

Job Description

Job Description

Manager of Investments - CFA

Location: Brookfield, WI (Onsite)

About the Role:

Lauber Business Partners is recruiting a Manager of Investments for their client, a dynamic wealth management firm in Brookfield, WI. In this direct hire role, you'll be at the forefront of strategic and tactical asset allocation, manager selection, and due diligence for hedge funds and private equity. This role involves direct interaction with leadership and occasional presentations to clients, authoring articles, providing guidance to both team members, leadership and clients. Candidates in this role will be highly analytical, organized and possess excellent communication skills, both written & verbal. Finalist candidates will be requested to provide a writing sample. If you are seeking to contribute your experience and knowledge within a dynamic and team oriented culture, apply today!

This role offers:

  • Competitive salary commensurate with experience
  • Discretionary bonus and profit-sharing program
  • Comprehensive benefits
  • Inviting onsite environment
  • Team-oriented culture

Key responsibilities:

  • Communicate market trends and their impact to Directors
  • Develop infrastructure for research and analysis
  • Present research findings to the President/CEO and Investment Committee
  • Participate in investment decision-making
  • Summarize data on investment risks and economic influences
  • Recommend and implement investment analytics initiatives
  • Review and analyze potential software for investment use
  • Ensure compliance with regulations
  • Handle administrative responsibilities, including hiring and training

Qualifications:

  • Bachelor's degree in a relevant business field
  • 4+ years of related experience
  • CFA charter
  • Previous management experience, CPA, and MBA are desirable
  • Proficiency in Microsoft Outlook, Excel, and Word
  • Experience with Morningstar software, InvestorForce, and Visual Practice Management and Bloomberg analytic tools is a plus

Personal Attributes:

  • Strong analytical and problem-solving skills
  • High competence in investment concepts
  • Leadership and decision-making ability
  • Creative thinking and adaptability
  • Excellent communication skills
  • Ability to multi-task and excel under pressure
  • Customer-service orientation
  • Professional demeanor and effective time management

Ready for a new challenge? Apply today!

Job Tags

Similar Jobs

Four Seasons Hotels

Concierge (On-Call) Job at Four Seasons Hotels

 ...Four Seasons Hotel Los Angeles At Beverly Hills Concierge Four Seasons is powered by our people. We are a collective of individuals...  ...guest requests by accurately assessing the guest needs and adding personal recommendations to achieve maximum customer satisfaction while... 

Jazz Pharmaceuticals

Neurology Account Manager - Pacific Northwest (Remote) Job at Jazz Pharmaceuticals

 ...passionate and experienced Neurology Account Manager who is committed to our mission of...  ...with internal and external partners:~ Customer Targeting & Sales Territory/Region/Area...  ...functional field leaders (Market Access, Patient Services, etc.) to achieve shared business... 

Vivid Logistics, LLC

CDL-A Team Driver (DEDICATED ROUTE) Job at Vivid Logistics, LLC

 ...Job Description Job Description CDL-A Team Driver Vivid Logistics, LLC - Veteran owned company Regional/OTR Pay: $1,900 $2,000 Weekly | Sign-On Bonus: $2,000 The Lane Vivid Logistics is a Veteran-owned and operated carrier contracted with Roadrunner... 

Alleviation Enterprise LLC

Direct Sales Representative Job at Alleviation Enterprise LLC

 ...well as conduct presentations for employee groups ranging from 5 to 50+. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities... 

Vinci Games

Remote 3D Generalist Artist Job at Vinci Games

Vinci Games is small and scrappy global independent studio building the next generation of social VR games. Our team has experience working at top platforms and studios including Meta Reality Labs, Oculus, and CD Projekt RED. We are looking for an exceptionally versatile...