Chief Investment Officer / Portfolio Manager
- Employer
- Measured Wealth Private Client Group, LLC
- Location
- Portsmouth, New Hampshire
- Salary
- Salary commensurate with experience
- Closing date
- Mar 22, 2019
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- Job Function
- Brokerage, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Asset Management, Brokerage, Private Wealth Management Firm
- Certifications
- CFA Charterholder, CIPM Certificant
- Employment Type
- Full Time
Job Details
The Chief Investment Officer is responsible for the design and implementation of client portfolios across the firm. The position will bring expertise in global capital markets, key economic indicators and portfolio management. You will work in a team environment with the firm's financial advisors, operation and administrative staff located in our offices in New Hampshire and Florida.
Specific responsibilities include:
- Portfolio design, analysis and proposal generation
- Preparation of performance reports for client review meetings
- Chair of the firm's Investment Committee
- Creation of market commentary for distribution to clients and prospective clients
- Development of presentations for prospective clients and firm principals
- Interaction with investment managers, custodians, and wholesalers
- Interact with clients regarding performance related issues
Candidates must bring:
- No less than 5 years investment industry experience
- CFA or CIMA certification
- A team player with excellent time management skills and the ability to multi-task
- Attention to detail, adherence to deadlines, and problem solving skills
- Desire to work in a fast growing and dynamic organization
We offer competitive pay and benefits as well as a strong respect for work/life balance. There is significant opportunity for growth both within the role and the organization.
Company
Independent RIA located in Portsmouth, NH.
- Website
- http://www.measuredwealth.net/
- Telephone
- 6034311444
- Location
-
303 Islington Street
Enter Text
Portsmouth
Portsmouth
NH
03801
US
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