Investment Portfolio Manager

4 days ago


Austin, Texas, United States LeafHouse Full time

{"h1": "Investment Analyst Position at LeafHouse", "p": "LeafHouse is a leading provider of investment solutions for retirement plans, offering a range of services including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.", "ul": [{"li": "Conduct thorough investment manager due diligence to ensure alignment with our investment objectives."}, {"li": "Create comprehensive proposal reports to present to the Investment Committee."}, {"li": "Collaborate with internal teams to deliver timely recommendations and communicate with external partners as needed."}, {"li": "Present investment findings to the Investment Committee and maintain and enhance statistical models to inform investment decisions."}, {"li": "Utilize Microsoft Office and basic programming skills proficiently to support investment analysis and portfolio management."}], "h2": "Requirements", "ul": [{"li": "Bachelor's degree in economics, finance, accounting, or computer science."}, {"li": "0-3 years of financial services experience."}, {"li": "CFA Level I candidate at minimum."}, {"li": "Series 66 or 65 FINRA License."}, {"li": "Excellent communication skills and a proactive problem-solving approach."}, {"li": "Proficiency in Microsoft Office."}], "h2": "Benefits", "ul": [{"li": "401(k) Available with company match."}, {"li": "Medical, dental, and vision coverage for employees and family."}, {"li": "Generous paid time off policy."}, {"li": "Starting at $60,000 annually, based on experience and qualifications."}]



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