Assistant Portfolio Manager

White Oaks Investment Management
Longboat Key, Florida
Jun 28, 2019
Aug 27, 2019
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

White Oaks is seeking an Assistant Portfolio Manager who will serve as a member of the investment committee.  The person in this role will be expected to have a strong understanding of various asset classes, both traditional and alternative, and is expected to contribute to the committee’s views on various markets.  Manager due diligence, trading, review of reporting from the fund administrator, review of Morningstar performance reporting, and client communication will also be important responsibilities.  Client communication could be in a variety of forms including, but not limited to, creation of blog posts, creation of whitepapers, creation of videos, emails to clients or to teammates who will meet with clients, video conferences with clients, phone calls with clients, or in person meetings with clients. 

Requirements:  CFA Charterholder with 5-10 years of relevant experience as an analyst/trader working with multi-asset class portfolios, strong excel and quantitative skills, must have views on the markets that the candidate can defend but without being closed minded toward opposing views