Investment Portfolio Manager
4 weeks ago
Elevation Point is a growth-oriented wealth management firm that partners with RIAs and independence-seeking advisors. We are a value-driven organization committed to excellence and growth.
As an Investment Analyst, you will be responsible for conducting in-depth research on prospective investment managers, performing ongoing due diligence on current managers, and managing portfolio and product tasks for our suite of investment products.
You will also assist in the production of marketing materials, the development of asset allocation models, and perform research and financial analysis on relevant asset classes.
This role offers a dynamic and challenging environment where you can make an immediate impact on our Investment team.
Key Responsibilities:- Conduct research on investment managers and perform due diligence on current managers
- Manage portfolio and product tasks for our investment products
- Assist in the production of marketing materials and develop asset allocation models
- Perform research and financial analysis on relevant asset classes
Requirements:
- Bachelor's degree in business or related field, preferably with a major in finance or economics
- Minimum of 3+ years' experience in the financial services industry
- Knowledge of capital markets and investments
- Strong attention to detail and analytical skills
- Ability to work independently and manage multiple projects simultaneously
Benefits:
- Competitive compensation starting at $75,000 annually
- Extensive benefits package including comprehensive health coverage, robust retirement planning, and financial security
- Flexible financial options and well-being and work-life balance
About Elevation Point:
Elevation Point is a value-aligned partner for RIAs and independence-seeking advisors. We offer customized and full-spectrum support, with a focus on advisor values and evolving client needs. Our mission is to elevate the entire industry to higher ground.
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