Investment Portfolio Associate
3 weeks ago
Our client is a Memphis based investment firm serving individuals, business owners, foundations and non-profits. They are searching for an Investment Portfolio Associate to evaluate and research trends and opportunities for their clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to clients and business.
To ensure success as an Investment Portfolio Associate you should be well-versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top-notch investment analyst performs well under pressure, possesses creative and analytical abilities, and can adapt their thinking to quickly evolving scenarios.
Investment Portfolio Associate Responsibilities:
Coordinate meetings with investment managers
Prepare presentations for prospects
Maintain manager due diligence
Assist with quarterly investment meeting
Assist in trading of publicly traded securities
Assist in investment research
Assist in reporting as needed (Black Diamond)
Assist in monitoring exposure for individual portfolios and firm as a whole
Assist in creating quarterly investment meeting
Monitor market trends
Help maintain firm records
Assist in running internal reports
Identify ways to improve overall firm efficiency/performance
Assist in formulating financial plans
Assist in quarterly investment/ad hoc commentary and articles
Investment Portfolio Associate Requirements:
A bachelor's degree in finance, economics, or accounting preferred
Series 65 license preferred
Interest in financial markets
1-3 years experience
Strong mathematical and numerical skills.
Proficiency in data collection and analysis.
Excellent research and writing abilities.
A flair for statistics and data manipulation.
Thorough understanding of financial analysis and investment strategy.
Interpersonal skills and the ability to work under pressure.
A team player who can work independently.
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