Credit Analyst / Portfolio Manager

Employer
Central Virginia Mutual Fund Investment Advisor
Location
Central Virginia
Salary
Salary commensurate with experience and qualifications
Posted
Jan 18, 2019
Closes
Mar 19, 2019
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

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