Securities Analyst & Portfolio Manager

Our company is growing rapidly and is looking for a Securities Analyst who will also have portfolio management responsibilities. Laffer Tengler Investments is a dynamic and growing asset management firm, focused on managing assets for high-net-worth individuals, institutions, and platform advisors. This role will assist in large-cap equity analysis and documentation.  There will be opportunities to learn proprietary valuation and fundamental analysis, and meaningfully contribution to a fast-growing active asset management organization.  The position also involves meeting with clients. Responsibilities include:

• Update and maintain proprietary valuation models.
• Conduct primary company research employing LTI's proprietary 12 Fundamental Factors.
• Support Senior Portfolio Managers.
• Client facing support.

Minimum Qualifications:

• College degree mandatory; graduate degree preferred.
• At least 3-5 years of work experience in the investment management industry.
• Integrity and commitment to serving the team and our clients.
• CFA desired; commitment to receive CFA designation in four years.
• Strong verbal and written communication skills.
• Proficiency in Excel.
• Ability to stay abreast of specific related knowledge and skills.
• Critical thinking and analytical skills.
• Proficient in MS Office suite and general hardware and software knowledge.
• Ability to perform multi-tasks under timeline pressure.
• Strong work ethic and attention to detail - acurate, punctual and well organized.