Portfolio Manager / Investment Analyst

Location
Raleigh, North Carolina
Salary
Competitive salary and incentives. Firm 401(k) plan with match
Posted
Jun 19, 2018
Closes
Jul 19, 2018
Ref
PM
Employment Type
Full Time
Education
Bachelors

Job Duties

  • Investment research for indivdual securities, mutual funds and ETFs
  • Develop and maintain model portfolios
  • Report on and disucss portfolios with clients
  • Monitor portfolio performance
  • Rebalance and trade client portfolios
  • Participate as member of firm's investment committee
  • Coordinate wth firm's tax and  financial planning advisors

Position Requirements:

  • CFA or CFP
  • Minimum of 5 years of experience with an investment advisory firm
  • Excellent  written and verbal communication skills
  • Critical thinking and analysis skills
  • Competence with research platforms and software