Skip to main content

This job has expired

You will need to login before you can apply for a job.

Portfolio Management Associate / Analyst

Employer
Kavar Capital Partners
Location
Leawood, KS
Salary
Compensation will be determined by qualifications and experience
Closing date
Oct 20, 2024
View more categoriesView less categories
Job Function
Operations, Trading, Wealth Management
Industry Sector
Private Wealth Management Firm
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Job Details

The Portfolio Management Associate / Analyst will primarily be responsible for trading and assisting with portfolio management activities for the firm. The role will support the Chief Investment Officer and Investment Committee in implementing Kavar’s investment strategy across client accounts. The role will also contribute to the firm's research process assisting with global asset allocation and security selection.

Job Responsibilities:

  • Understand and implement the core components of Kavar Capital's investment philosophy.
  • Become proficient in Kavar Capital’s portfolio management and trading systems.
  • Execute and reconcile all daily trading activity.
  • Implement portfolio management and rebalancing processes within client portfolios.
  • Monitor portfolio holdings daily.  Identifying equity, fixed income, and option trading opportunities based on market conditions.
  • Conduct investment and market-related research as requested.

Experience/Requirements:

  • Bachelor’s degree.
  • 1-4 years of experience in wealth management, preferably with an RIA.
  • Series 65 (or must attain within 90 days).
  • Strong technology aptitude, including proficiency in the MS Office suite.
  • Experience with custodial trading platforms and/or Tamarac.
  • Must be organized, detail-oriented, and able to multitask.
  • Desire and ability to work successfully in a small company environment.

Salary & Benefits:

  • Competitive salary.
  • Paid vacation and sick leave.
  • Paid market holidays (Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas).
  • Option to participate in our 401(k) plan with a company match of 5%.
  • Health, vision, and dental insurance offered at an employee rate of 25% of the premium (company will pay 75% of the health premium).

This is not a remote or hybrid position and requires the candidate to work in the office setting 5 days per week.

 

Company

Kavar Capital Partners is a boutique wealth management firm based in Leawood, KS, managing roughly $1.3B as of 7/31/24. We partner with a select group of dynamic, successful individuals and institutions who value our objective advice, our wealth management expertise and our ability to offer institutional depth with the flexibility of a boutique. 

 

Company info
Website
Telephone
9134283304
Location
11460 Tomahawk Creek Pkwy
Suite 420
Leawood
KS
66211
United States

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert