Portfolio Manager / Analyst
Senior Portfolio Manager / Equity Analyst
Job Details: Both Senior Portfolio Manager responsible for stock selection for Core and Value portfolios and Research Analyst conducting in-depth research of various industries in mid- and large-cap stocks. Responsible for managing a coverage universe of 10-20 stocks , preferably in Financial or Consumer sectors, including new investment ideas for other PMs. Light travel required.
Firm: Los Angeles based mid-sized manager (AUM <$5 Bill.) for both domestic equity and fixed income. Firms specialty is income oriented investments. Clients are almost exclusively individuals (personal, IRA, trusts), either SMA or WRAP.*
Minimum Qualifications: Experience as a dedicated equity analyst with 5-10 years of buy-side or sell-side equity research experience. Portfolio manager with a minimum of 5 years of GIPS compliant performance record, either as sole or co-portfolio manager.
Education: Bachelor’s required, MBA or other advanced degrees preferred.
Certificates: CFA preferred.
*Out of market candidates welcome