Investment Portfolio Manager

2 days ago


MA United States Cabot Wealth Management Full time
Investment Professional Wanted for Cabot Wealth Management

Cabot Wealth Management, a leading wealth management firm in Salem, MA, is seeking an experienced investment professional to join our team. The ideal candidate will have a strong background in research and portfolio management, with a focus on equity portfolios.

The successful candidate will be responsible for assisting with research and portfolio management for our clients' $1 billion in assets, comprised of stocks, bonds, and ETFs. This will include screening for new stock ideas, portfolio administration, and special projects such as work on bond or ETF portfolios.

We are looking for a team-oriented individual with strong communication and interpersonal skills. The ideal candidate will have a minimum of 5 years of hands-on experience professionally analyzing and making buy/sell recommendations on stocks, and will be well-versed in concepts of portfolio construction and asset allocation.

Key responsibilities will include:

  • Assisting with research and portfolio management for our clients' assets
  • Screening for new stock ideas and portfolio administration
  • Special projects such as work on bond or ETF portfolios
  • Collaborating with the team to achieve investment goals

We offer a competitive salary and performance bonus. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application.



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