Employment Opportunities 

Investment Professionals

Portfolio Manager – Asheville

Parsec Financial is looking for a Portfolio Manager at our Asheville headquarters. The Portfolio Manager (PM) is responsible for investing the assets of the Parsec Wealth Management clients. This includes creating proposed portfolios, quarterly portfolio re-balancing, executing firm-wide block trades and reviewing the daily deposits for new investable assets. The PM will be responsible for keeping portfolios in compliance with Investment Policy Committee guidelines regarding asset class, market cap, sector and individual security weightings. He/she will maintain the target asset allocations for client portfolios and re-balance as needed, and ensure that all internal documentation regarding the portfolio is complete. The PM may be needed in client meetings from time to time to discuss the clients’ portfolio. He/She may sit on the Investment Policy Committee and is expected to read the bi-weekly investment research provided by the research department. A bachelor’s degree is required, preferably in the field of finance, economics, accounting or business. Prior work experience in the field is preferable, but not mandatory. Proficiency in the MS Office suite (with an emphasis on Excel) required; knowledge of portfolio accounting/reporting and rebalancing software programs preferred but not required. Series 65 will be required within the first 90 days of employment, if not already licensed. This position is suited to career changers interested in starting anew, as well as recent graduates interested in entering the field of investment management.

To be considered for employment all applicants must send in a résumé, as well as a cover letter that details salary requirements and why he/she is qualified. Before being hired, a candidate will be asked to submit to a criminal and credit background check.

Applicants should send a cover letter and résumé to:

Director of Operations
Parsec Financial
PO Box 2324
Asheville, NC 28802

Or email to hr@parsecfinancial.com

Résumés without cover letters will not be read. No calls.

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