Associate Portfolio Manager

                       Associate Portfolio Manager

REPORT TO: Director of Portfolio Management

OBJECTIVE: To provide concise, detailed, and accurate analysis, research and presentation materials on client portfolios and individual investments. 

DESCRIPTION OF RESPONSIBILITIES:

• Work with Portfolio Managers on matters relating to LFC clients and their portfolios
• Analysis related to client portfolios (asset allocation, performance evaluation, modeling, historical risk/return metrics, expected vs. actual, etc.).  Responsible for analysis of individual equity and debt securities in client portfolios
• Research individual client investments as requested by the Portfolio Manager
• Prepare custom meeting and/or presentation information for individual client needs
• Coordinate matters related to clients’ 401(k), 529, and annuity accounts.  Work with the Portfolio Manager to implement changes
• Assist with coordination of investment documents
• Work with Trading and Operations team to troubleshoot and problem-solve portfolio reporting issues
• Create presentations for client meetings on investments and respective portfolios
• Take and distribute meeting notes for team meetings
• Monitor accounts with regular distributions for proper cash balance
• Investment Policy Statement target allocation reconciliation

SKILLS & QUALIFICATIONS:

• Bachelor’s degree from accredited university
• 9-12 hours of accounting preferred
• Master’s degree or investment-related work experience a plus
• CFA or CFA candidate preferred
• Direct knowledge and experience with mutual funds, separate account managers, individual securities, and alterative investment strategies (i.e., real estate, hedge funds, etc.)
• Experienced and proficient in financial modeling with Excel. 
• Excellent interpersonal and communication skills for working with clients and team members
• Qualified for state registration (Series 65)