Assistant Portfolio Manager

Azimuth Capital Management Description

Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued advice to our clients. 

Azimuth Capital Management is dedicated to serving clients in establishing and achieving their financial goals. We are committed to being regarded by our clients as a premier investment management and financial advisory firm and are a partner firm of Focus Financial Partners, Inc. (ticker: FOCS), a publicly-held firm comprised of more than 80 premier partner firms with more $300 billion of assets under management. 

Position:  Portfolio Management & Client Relations/Development

Title:       Assistant Portfolio Manager

Location:      Bloomfield Hills, MI

Position Description:

The candidate will work closely with the partners/portfolio managers of the firm and the rest of the Azimuth team in a broad range of portfolio management, client relations, and business development functions that support the firm’s growth and success in serving its clients. The position will involve shifting priorities as the needs of clients, our partners, and the Azimuth team change on a day-to-day basis. The role will include a number of specifically assigned duties as well as well as assignments that will arise as opportunities are presented to the firm. 

We are looking for a professional that is willing and able to grow and develop with the firm with the potential to progress to a partner/senior management role with the firm. 

Some of the responsibilities of the individual in this role will include:

• Portfolio Management and Client-Related Activities
  • Work with partners/portfolio managers in asset allocation and managing client portfolios
    • Coordinate portfolio actions between managers and other team members
    • Monitor portfolios for adherence to guidelines, targets and other specified criteria 
  • Active ongoing involvement with clients and team members in communicating and managing portfolio actions
    • Research client or manager-specific securities or situations
    • Preparation and communication of analysis materials in various forms 
  • Preparation of reports and analysis for managers and/or clients as needed, including position, performance, or tax-related documentation
  • Active participation in regular teamwide investment management meetings and other strategy-related discussions
• Active involvement in the firm’s internal business development efforts
  • Support in maintaining the status of business development opportunities
  • Developing and processing correspondence
  • Preparation and/or review of analysis and presentation materials
  • Maintaining contact and other follow-up activities
  • Follow through to client prospect to engagement
• Support marketing and public relations functions and assist in the completion of company presentations and Requests for Proposals
  • Actively participate and/or initiate business development opportunities for the firm over time
• Active participation in support of the firm’s strategic expansion activities as needed  

Critical Characteristics

• Strong commitment and work ethic in expanding skill set and responsibilities
• Outstanding attention to detail, timeliness, and task execution
• Self-starter in initiating new assignments, tackling issues, and/or solving problems
• Willingness, desire, and ability to contribute and aspire to a senior leadership role within the firm
• Great attitude – positive personality and “Can Do” approach
• Client Service Focus
  • Emphasis on meeting client needs
  • Getting the job done/resourcefulness
• Focus on doing things the right way and adherence to compliance-related procedures
• Teamwork orientation – interacting well and building compatibility with a focus on continuous firm improvement  

Requirements

• College degree required, graduate degree or other industry-related designations preferred 
• Preferred minimum of six years experience in similar investment management/finance roles
• Demonstrable technical and analytical capabilities with investments across asset classes
• Excellent verbal and written communication skills, including business correspondence, marketing, and presentation materials. Strong presence in client and prospective client interaction settings
• Proven and reliable high level of attention to detail
• Desire to work in an informal, dynamic and entrepreneurial environment
• Significant proficiency with computer software applications including but not limited to Microsoft Office 365 Suite, as well as experience with industry-related applications (e.g., FactSet, Bloomberg, Zacks, Advent Axys/Moxy, Black Diamond)

Compensation

Compensation includes a competitive base salary and the opportunity to earn performance-based incentive compensation. Opportunity for appreciable growth in compensation available based on achieving objectives of (1) expansion of abilities and responsibilities and (2) firm growth.

The Company also offers a competitive benefits package, including health, dental, and vision insurance coverage, a 401(k) plan, personal time off, and additional ancillary benefits. 

Azimuth Capital Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Contact

Candidates that are both interested and qualified should send a resume along with a cover letter to the following email address:  

pmrecruiting@azimuthcap.com 

Azimuth Capital Management

200 E. Long Lake Road    Suite 160

Bloomfield Hills, MI 48304

www.azimuthcap.com