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Senior Equity Analyst/Portfolio Manager – Institutional Indexing

Employer
LINDEN THOMAS AND COMPANY
Location
CHARLOTTE NC
Salary
COMPETITIVE
Closing date
Jun 13, 2024

Job Details

We are looking for an individual who can take on a critical role on the analytical team with direct exposure to the founder and managing principal as well as most operational aspects of the firm. The ideal candidate will have a solid understanding of the needs of sophisticated, high net worth investors. Strong candidates will possess extensive wealth & investment management experience.

Key Responsibilities:

· Take a lead role in the monitoring of investment holdings & market developments.

· Work under the direction of management on the development and management of new proprietary equity strategies.

· Assist portfolio manager with trading and ad hoc research on the firm’s proprietary equity strategies.

· Build or review suggested portfolio allocations based on client-defined needs and goals.

· Build Charts/Graphs in Excel based on business needs.

· Placing equity and fixed income trades or client directed trades as needed.

· Perform portfolio evaluations for client and prospective client portfolios.

· Assist in the creation of white papers, marketing initiatives, and other sales support.

· Other ad hoc analysis to support the investment and client service process.

· Support various client reporting initiatives relating to portfolio allocations and performance.

Requirements

· CFA Charterholder required

· FactSet Experience Highly Preferred

· High Proficiency with MS Excel (VBA, VLOOKUP, PivotTables a plus), Word, & Adobe Acrobat.

· Strong wealth & investment management or experience in another analytical or reporting role.

· Excellent interpersonal and communication “soft” skills.

· Candidates should have the ability to adapt and take on new responsibilities in a fast-paced, in-office environment.

· Interest in a long-term career trajectory with a high energy, meritocratic firm.

· Candidate experience with Morningstar, Zephyr StyleAdvisor, and Bloomberg.

· Series 7/65/66 in addition to CFA designation is a plus.

· Schedule: 8am to 5pm Monday to Friday. In-office.

About the Company:

Linden Thomas & Company is comprised of 25 accomplished professionals with a combined experience of over 100 years managing assets. Our firm is especially adept at building custom investment portfolios based on the individual objectives and needs of our clients.

Linden Thomas and Company is blessed to be experiencing growth and continually adding talented staff. Another important part of our success is our involvement with various ministries and non-profits that align with the firm’s faith-based ethos. This is a priority of our firm, which gives 10 percent of our revenues to charitable causes.

Company website: https://lindenthomas.com/

Company address: 516 N Tryon St, Charlotte, North Carolina 28202

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Ability to Relocate:

  • Charlotte, NC 28202: Relocate before starting work (Required)

Work Location: In person

Company

Fast growing, nationally recognized, values based private wealth management company in uptown Charlotte managing $2.5 billion in assets. Regular access to senior leadership and working within a team-based culture with great compensation and full benefits. In 2022, Linden Thomas & Company was recognized by Barron’s as the top independent wealth management company in the Carolinas, and one of the top 100 nationally.

Company info
Website
Telephone
7045548150
Location
516 NORTH TRYON STREET
CHARLOTTE
NC
28202
United States

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