Portfolio Analyst
3 weeks ago
Severin Investments is a growing portfolio management firm with clients throughout the United States. Our investment team manages portfolios of stocks, bonds, and ETFs for high-net-worth individuals and institutions. We take a fundamental and tactical approach to building risk-based portfolios for our clients. Our discipline is designed to adapt to evolving market conditions, taking advantage of the peaks in the market cycle while smoothing out the valleys.
We seek an energetic, self-starter candidate who is passionate about research and desires client interaction. This position allows the opportunity for career advancement within the firm.
Responsibilities
- Monitoring holdings and performance in models daily
- Staying abreast on current market research
- Proposing securities to the investment team that align with a model's strategy
- Pulling account data for GIPS, Morningstar, and PSN/Zephyr compliant performance reporting
- Trading within models and accounts
- Meeting with the firm's clients/prospects and assisting them with their needs.
Qualifications and Skills
Qualified candidates have at least a bachelor's degree in finance, accounting, economics, or related field and a strong record of academic achievement. Candidates should also have at least three to five years of experience in the financial services industry, preferably as an analyst or in a similar job function. CFA Level II candidate preferred.
Benefits
We offer a competitive benefits package including health and dental, retirement plan matching, and PTO.
Company DescriptionSeverin Investments, LLC is a fee-based fiduciary money management firm located in St. Louis, Missouri. Our fiduciary responsibility to our clients means their best interests are prioritized. For this reason, we actively manage several blended portfolios of stocks, bonds, and ETFs.Company DescriptionSeverin Investments, LLC is a fee-based fiduciary money management firm located in St. Louis, Missouri. Our fiduciary responsibility to our clients means their best interests are prioritized. For this reason, we actively manage several blended portfolios of stocks, bonds, and ETFs.
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St Louis, United States Severin Investments LLC Full timeJob Description Job Description Severin Investments is a growing portfolio management firm with clients throughout the United States. Our investment team manages portfolios of stocks, bonds, and ETFs for high-net-worth individuals and institutions. We take a fundamental and tactical approach to building risk-based portfolios for our clients. Our discipline...
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