Portfolio Manager / Investment Advisor

Cleveland, Ohio
Jan 13, 2019
Feb 12, 2019
Employment Type
Full Time

The Portfolio Manager / Investment Advisor is an integral role within our organization. This person will report directly to the CEO and will be responsible for the following job duties:

  • Manage model portfolios for the firm's clients.
  • Conduct macroeconomic, sector, and equity-specific research for the firm.
  • Communicate the results of the research confidently and clearly to the team.
  • Brief key team members weekly on research.
  • Assist the CEO in preparing for media appearances.
  • Service clients and conduct portfolio reviews.

The ideal candidate will have:

  • Passed at least CFA Level 2.
  • Have experience with any or all -- Bloomberg, Factset, Morningstar.
  • Strong communication skills.
  • Strong analytical skills.

Only resumes with cover letters will be considered. Also, relocation to Cleveland is mandatory.