Investment Portfolio Associate

5 days ago


Memphis, Tennessee, United States Adams Keegan Full time
Job Description

At Adams Keegan, we are seeking a highly skilled Investment Portfolio Associate to join our team. As an Investment Portfolio Associate, you will play a crucial role in evaluating and researching trends and opportunities for our clients. Your primary responsibility will be to perform research, valuations, and appraisals of financial instruments, markets, and businesses.

To succeed in this role, you should have a strong understanding of portfolio management, be well-versed in financial analysis, and possess excellent research and writing skills. You will work closely with our team to deliver high-quality investment directives to our clients and business partners.

Key Responsibilities:

• Coordinate meetings with investment managers to discuss market trends and investment opportunities

• Prepare presentations for prospects to showcase our investment strategies and portfolio performance

• Maintain manager due diligence to ensure compliance with regulatory requirements

• Assist with quarterly investment meetings to review portfolio performance and make adjustments as needed

• Assist in trading of publicly traded securities to optimize portfolio returns

• Assist in investment research to identify new opportunities and trends

• Assist in reporting as needed to provide insights into portfolio performance

• Monitor market trends to stay ahead of the competition and make informed investment decisions

• Help maintain firm records to ensure accurate and up-to-date information

• Assist in running internal reports to analyze portfolio performance and identify areas for improvement

• Identify ways to improve overall firm efficiency and performance

• Assist in formulating financial plans to meet client goals and objectives

• Assist in quarterly investment/ad hoc commentary and articles to provide insights into market trends and investment opportunities

Requirements:

• Bachelor's degree in finance, economics, or accounting preferred

• Series 65 license preferred

• Interest in financial markets and investment analysis

• 1-3 years of experience in a related field

• 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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