Portfolio Manager / Analyst

Employer
Private
Location
Los Angeles, California
Salary
Negotiable
Posted
Mar 06, 2019
Closes
Apr 05, 2019
Ref
PM/Analyst
Employment Type
Full Time
Education
Bachelors

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

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