Chief Investment Officer / Portfolio Manager

Portsmouth, New Hampshire
Salary commensurate with experience
Feb 20, 2019
Mar 22, 2019
Employment Type
Full Time

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.