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Assistant Portfolio Manager

Employer
Conestoga Capital Advisors LLC
Location
Wayne, Pennsylvania
Salary
Base plus performance bonus commensurate with experience and skills.
Closing date
Mar 2, 2024

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Job Function
Portfolio Management: Equities, Trading
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Conestoga Capital Advisors, LLC is an independent registered investment advisory firm specializing in Small, SMid, Micro and Mid Cap Growth Equity portfolios. The firm was founded in 2001 and is based in the Philadelphia suburb of Wayne, Pennsylvania. Conestoga manages long-only separate accounts, our proprietary Conestoga Funds and collective investment trusts for its clients. Conestoga is an independent, 100% employee-owned firm with broad-based equity ownership among its employees. Total assets as of December 31, 2023, were over $7 Billion.

POSITION TITLE: Assistant Portfolio Manager

RESPONSIBILITIES:

• Support the Portfolio Managers to oversee the trade entry for management of cash flows and rebalancing of client portfolios,

• Review client portfolios adherence to guidelines and consistency with investment objectives,

• Serve as a member of the firm’s GIPS performance calculation and review team,

• Provide portfolio analytics to the investment team and marketing and client services team using FactSet and/or Bloomberg,

• Serve as back-up trader when necessary, and

• Generate investment and market content and commentary which may be used in client or new business presentations.

REQUIREMENTS AND SKILLS:

• Possess strong analytical skills,

• Possess strong writing and communication skills,

• Have willingness and curiosity to learn, and

• Have the ability to multi-task and work independently in a small team environment.

POSITION IS IN-OFFICE: Candidates should not expect this to be a remote or hybrid work position.

EDUCATION/TRAINING: Degree: Bachelor’s degree required, preferably in Finance, Accounting or Economics. More senior candidates may have earned a Masters in Business Administration. Preferably the individual is a CFA Charterholder or is working towards this goal.

EXPERIENCE: Experience of five years plus, including trading or assistant portfolio management responsibilities.

Company

Conestoga Capital Advisors, LLC is an independent registered investment advisory firm specializing in Small, SMid, Micro and Mid Cap Growth Equity portfolios. The firm was founded in 2001 and is based in the Philadelphia suburb of Wayne, Pennsylvania. Conestoga manages long-only separate accounts, our proprietary Conestoga Funds and collective investment trusts for its clients. Conestoga is an independent, 100% employee-owned firm with broad-based equity ownership among its employees. Total assets as of December 31, 2023, were over $7 Billion.

Company info
Website
Telephone
(484) 654-1385
Location
550 E Swedesford Road Suite 120
CrossPoint at Valley Forge
Wayne
PA
19087
United States

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