Portfolio Manager

Location
Chicago, Illinois (US)
Salary
commensurate with qualifications
Posted
07 Oct 2021
Closes
06 Nov 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Founded in 1983, Mid-Continent Capital is a growing, Chicago-based investment management firm with $3.8 billion in separate account assets under management.  Our clients include high net worth individuals, employee benefit plans, foundations, and endowments.  The firm employs growth, value, and income-oriented investment strategies.

Primary responsibilities will include:

  • Client service, financial planning, investment management, communications, and external client development activities
  • Assumption of a portion of existing client relationships, providing a seamless client service transition
  • Collaboration with the firm’s investment team to develop performance-enhancing portfolio strategies

Over time, the successful portfolio manager will contribute meaningfully to the firm’s growth and demonstrate the integrity, ethical standards, and accountability necessary to assume a larger leadership role.

Qualifications for the position include:

  • Bachelor’s degree (preferably in finance, accounting, or economics)
  • CFA charter and/or CFP certification (or progress toward either)
  • Two to ten years of relevant experience
  • Strong communication, consultative, client service, and business development skills

Candidates must be well rounded, highly motivated self-starters capable of succeeding as a member of a small, entrepreneurial investment team. 

Salary and bonus will be competitive and commensurate with qualifications.

Please submit resumes and cover letters via e-mail only to Edwin Bruere, CFA ebruere@mccllc.com

  • You need to sign in to save