Investment Portfolio Manager

4 weeks ago


Portsmouth, New Hampshire, United States Lake Street Advisors Full time

We are seeking a skilled Investment Analyst to support our team at Lake Street Advisors.

This role reports to the Chief Investment Officer and works closely with Investment Advisors on client teams.

Lake Street Advisors values a work environment that attracts top talent and reflects our commitment to being an employer of choice.

Responsibilities:

  • Assist Investment Advisors in designing personalized asset allocation strategies.
  • Monitor portfolios, reviewing and developing rebalancing and tax loss harvesting recommendations with the Investment Advisor.
  • Identify potential fee savings.
  • Generate client deliverables, such as ad hoc investment exhibits outside of the core investment reports produced by Client Operations.
  • Communicate with external clients, internal client teams, and third-party affiliates regarding investment-related matters.
  • Assist Investment Advisors in answering client questions pertaining to investments.
  • Ad hoc projects as assigned.

Desired Skills and Experience:

  • Strong analytical, organizational, and time management skills.
  • Excellent written and verbal communication skills with the ability to communicate effectively and professionally with colleagues.
  • Detail-oriented, with a focus on delivering top-notch client service.
  • Intellectual curiosity and the drive to find the answer, not just an answer.
  • Minimum 1-2 years' prior experience in investments or financial services.
  • Bachelor's degree required.
  • Series 65 is a requirement of the job and is financially supported, as needed, by the firm.
  • Proficiency in MS Office with a demonstrated aptitude for mathematics and spreadsheets is necessary.
  • Experience with FactSet, Addepar, Python, and Salesforce is a plus.
  • Progress toward CFA/CFP is a plus.

About Lake Street Advisors:

Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003.

We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries.

Our comprehensive benefit package includes 401(k) with employer matching, health and dental insurance with employer contributions, health savings and flexible spending accounts, employer-paid life insurance and short/long term disability, a professional development program, and employer-paid time off.

Lake Street Advisors is an equal opportunity employer.



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