Chief Investment Officer - Remote and Flexible

Employer
MomUp
Location
Boston, Massachusetts (US)
Salary
Possible Hourly or Salaried. To be discussed
Posted
Oct 09, 2020
Closes
Nov 08, 2020
Certifications
CFA Charterholder
Employment Type
Part Time

Chief Investment Officer

MomUp is sourcing for one of our clients who is Small Investment Advisory firm with approximately $350M in assets looking for experienced asset manager to manage the following:

TASKS:

Portfolio Creation with a defined process written process for the following types of portfolios

o Active

o Passive

o Combo

o SMA

o Individual Stock Portfolio

o Individual Bond Portfolio

Monthly Portfolio Monitoring

o Review above and make changes

Communications

o Quarterly Portfolio Updates

o Market Volatility/event driven communication as needed

Tax Loss Harvesting

o In November/December Project Capital Gains compared to realized, if sold

o When losses are available look for similar funds, rebalance in January to avoid wash

Sales Tools updates monthly/quarterly (current tool will be template)

o Create Sales and update tool

o Updated Models

o Historical charts

o MPI Upside Downside

Pricing of Investment

o Annually reevaluate pricing options - Blended and Flat based and industry averages

Meeting

o May have to meet with prospects or clients

· The position does not include active trading for client’s monies

Hours:

o The hours will be more substantial at the end of each quarter/November/December than monthly. - Number of hours ranges pending the time of year/ the markets. Would range from 5-10 hours a week but could go up to 10-20 hours per week pending on the time of year. It could even be something like - no work for 3 weeks then 10 hours per month.

Experience:

· CFA

· At least 5 years of asset management experience

· Strong writing capabilities

Location:

o The candidate will not be required to come into the office

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