Job details. Portfolio Manager/Investment Analyst
Salary
$79,000 – $105,000 per year
Job Type
Full-time
Benefits
401(k)
Health insurance
Vision insurance
Optional Dental Insurance
Full Job Description
We are a wealth management practice clearing through Fidelity/NFS and whose RIA is a fast-growing, tech-savvy broker-dealer based in Texas.
We build a comprehensive financial plan for each client, provide sound investment advice and assistance with a wide range of financial matters to deliver customized, attentive, caring service with the goal of getting each client to and through retirement soundly.
Portfolio selection and oversight is key to our clients’ success. We help clients navigate the complex world of investing and simplify the choices for them by taking time to carefully screen options and make recommendations for top performing stock portfolio strategists, bond managers, mutual funds, index funds and other products as appropriate, to meet their goals and financial planning needs.
Role / Function:
The Portfolio Manager/Investment Analyst will oversee investment selection to include: separately managed account (SMA) screening and selection, index fund and mutual fund screening and selection, asset allocation and trading.
Additionally, Portfolio Manager is responsible for staying abreast of current financial markets and economic environments, monitoring a changing economy and new opportunities and risks as these factors’ potentially impact portfolio construction, strategies and the client’s likelihood of success.
Responsibilities include, but are not limited to:
The Competencies for the Portfolio Management Role include:
Qualifications
Either recent completion of undergraduate degree with finance/CFP/CFA preparation/eligible for sitting for either exam or
2+ Years of Professional Investment Experience
Degree in Business, Finance, Marketing or Related Field
Series 7
Possess or working towards CFA® or CFP® designation
Instructions
When applying for this opportunity, please include a cover letter with a narrative detailing two to three values that define who you are and why those values make you the best equipped to fulfill the duties of this role. This letter helps us to get to know you as a person rather than rely solely on the experience and knowledge background detailed on your resume.
NOTE: Cover letter is required. Please write this letter as if you were writing to a friend.
Job Type: Full-time
Pay: $79,000.00 – $105,000.00 per year with opportunity for bonuses and advancement
Benefits:
Schedule:
Ability to commute/relocate:
Experience:
License/Certification:
Work Location: One location
Hiring 1 candidate for this role
Job Type: Full-time
Pay: $79,000.00 – $105,000.00 per year
Benefits:
Physical Setting:
Schedule:
Supplemental Pay:
COVID-19 considerations:
All employees must be full vaccinated against COVID-19.
Ability to commute/relocate:
Education:
Experience:
Work Location: One location
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