Credit Analyst / Portfolio Manager

Registered Investment Advisory firm of a family of mutual funds is looking for a Credit Analyst/Portfolio Manager with a CFA designation and industry experience. The ideal candidate enjoys investment research and portfolio construction.

Compensation:  Salary is commensurate with experience and qualifications.  Benefits package includes: Paid Time Off, Medical, and 401(k).

Skills and Expertise

Education:      Bachelor’s Degree in Finance, Accounting or related Business degree preferred

Experience:    industry experience

Designation:   CFA

Responsibilities:

• Manage Model Portfolios for assigned mutual fund(s)
• Assist in developing appropriate strategies for assigned mutual fund
• Assess, plan and implement investment strategies based on assigned mutual fund’s investment objectives according to their prospectus and Statement of Additional Information (SAI) on a timely basis
• Testing and monitoring of portfolios with respect to risk/return
• Manage day-to-day trading activities and cash flow needs assigned mutual fund
• Execute trades for assigned mutual fund
• Responsible for research of new investment ideas
• Communicate with Team about investment changes
• Contribute to quarterly market commentary and analysis
• Attend seminars, webinars, conferences and/or workshops to keep informed on latest industry trends and maintain certification