Investment Officer - Deacon Recruiting
San Antonio, TX 78209
About the Job
Investment Officer
Location: San Antonio
Why this company:
Dana Laramore, CPC | Direct: 210.807.5615 | dlaramore@deaconrecruiting.com
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
- 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
- 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
Dana Laramore, CPC | Direct: 210.807.5615 | dlaramore@deaconrecruiting.com
Source : Deacon Recruiting
