Investment Officer

7 days left

Location
San Diego, California
Salary
$70,000 to $90,000 plus bonus up to 20% and potential for stock options
Posted
24 Sep 2021
Closes
24 Oct 2021
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

High Flows Registered Investment Advisory segment is seeking an experienced individual to work as an Investment Officer. 

 

 

About the Firm

 

Established in 2018, our Registered Investment Advisory (RIA) Segment in Point Loma, San Diego was founded to help high net worth individuals and institutional investors achieve higher risk adjusted returns through intelligent research and sophisticated rebalancing techniques. The RIA will focus on tactical equity management with time horizons generally long term (> 5 years). 

 

 

The RIA has full discretionary authority to invest in all countries, in all products, in all market capitalizations, and with a relatively high risk tolerance, we often take outsized positions in securities with outsize prospective returns. This position allows for and encourages high responsibility as well as high compensation over time. 

 

 

Under the general direction of the Portfolio Manager, the Investment Officer will recommend and implement investment strategies and compliance policies to support the goals of the RIA. Candidates are expected to perform the most complex duties requiring the highest degree of competence, independence, ethics, and optimism.

 

 

Responsibilities

 

  • Sourcing Investments on at least a weekly basis in the US equity market

     

    Monitoring filings and announcements of portfolio companies, including communicating directly with investor relations divisions

     

    Communicating ideas to both other members of the RIA team as well as clients of the segment. Strong team mentality needed.

     

    Organize communications into and among digital files that are all within compliance

     

    Executing trades with very high efficiency

     

    Potential to both manage new team members and develop a book of clients

     

    Maintaining compliance with trading regulations as mandated by the SEC. 

     

 

Qualifications

 

  • Bachelor’s Degree in finance, accounting, or a related field

     

    CFA/CFP designation preferred

     

    Knowledge of financial statements analysis and relations between statements

     

    Knowledge of trade execution strategies

     

    Strong communication and interpersonal skills, including written and oral communication skills

     

    Experience as an entrepreneur preferred

     

    Experience in both private and public markets, with opportunities to expand role in both settings

     

    Ability to work remote and manage flexible hours while still achieving goals. Strong time efficiency required

     

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