Director of Investment Research

Location
St. Petersburg, FL
Salary
Competitive salary and comprehensive benefits package
Posted
Dec 12, 2018
Closes
Feb 10, 2019
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Firm Overview

Founded in 2005, Doyle Wealth Management is a rapidly growing Registered Investment Advisor in St. Petersburg Florida comprised of 23 highly motivated professionals. We are a wealth management firm providing comprehensive financial planning to individuals and families. We are looking for talented people who will embrace the fiduciary principles and always put the client first. Join our diverse team where you will feel inspired and valued.

Description

The Director of Investment Research role is responsible for executing the bottom-up/fundamental research methodology, investment monitoring and idea generation.

Responsibilities

  • Manage the research process, which includes stock screening, fundamental research, and financial modeling
  • Monitor existing positions and communicate relevant news/events
  • Develop unique insights and investment conclusions, and regularly communicate findings to Investment Committee
  • Manage and organize the database of research notes
  • New investment idea generation
  • Develop appropriate portfolio asset allocation based on client risk tolerance and long-term investment objectives
  • As a member of the investment committee, perform assigned duties that include fundamental research, idea generation, and monitoring
  • Implement portfolio changes and rebalancing as needed

Qualifications

  • Bachelors degree
  • Minimum of seven years work experience in the financial services industry
  • Chartered Financial Analyst designation
  • Excellent interpersonal skills and face-to-face relationship building skills
  • Passion for investing
  • High degree of accuracy and excellent attention to detail
  • Intellectually curious and able to work independently while working in a team environment
  • Proficient with Bloomberg and FactSet
  • Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word
  • Working knowledge of Client Relationship Manager (CRM) technology systems
  • Past exposure to multiple industry sectors is preferred