Chief Investment Officer - Remote and Flexible
- Employer
- MomUp
- Location
- Boston, Massachusetts (US)
- Salary
- Possible Hourly or Salaried. To be discussed
- Closing date
- Nov 8, 2020
View more
- Job Function
- Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset
- Industry Sector
- Asset Management, Private Wealth Management Firm
- 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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