Job description

Investment Analyst/Assistant Portfolio Manager

The Opportunity: We will teach, and train you to understand the investment markets, and the portfolio management process over 2 to 3 years. You will begin as a generalist learning many areas of our business, and over time you will be promoted to a specialist role.

The firm: We are a growing investment manager/RIA managing $7 billion in assets for wealthy individuals, and endowments & foundations.

The role: Investment Analyst on track to become an assistant portfolio manager. You will focus on several areas at first with increasing specialization over time. The candidate should have 2 to 7 years of experience.

Focus areas:

1. Macro- including macroeconomic research, capital market assumptions, asset allocation, and assisting in the preparation of client quarterly investment updates.

2. Due Diligence- assist in the Investment Manager Due Diligence process covering public equity mutual funds and SMA managers, public fixed income, private equity, private credit, real estate and hedge funds.

3. Portfolio Construction and Portfolio Risk Management- assist in constructing and monitoring model portfolios.

4. Portfolio Management & Implementation- assist in transitioning new accounts in a tax efficient manner into new portfolios and investments. Assist with Tax Loss Harvesting.

5. Working with Financial Advisors to prepare new client presentations by reviewing competitor’s portfolios and suggesting improvements.

6. Assisting with portfolio reporting and portfolio management technology, and third-party vendors, data collection and analysis

Requirements: Personal

1. Positive Attitude

2. Attention to detail

3. Collaborative

4. Hardworking

5. Ability to learn from others, and to learn on your own

6. Clear communicator, solid writing skills, or wish to improve

7. Ability to manage multiple tasks

8. Desire to assume greater responsibilities, and promotions

Required or Preferred: Academic

1. Bachelor’s Degree

2. Masters in finance, Quantitative Finance, Computer Science or other

3. CFA Level 1

4. PRM or FRM

5. CFP or CIMA

6. MBA

Required or Preferred: Software

1. Microsoft Office – required

2. Power BI, SAS, Python, or other languages are welcome

3. Data Science or Analytics

4. Bloomberg

Job Type: Full-time

Pay: Up to $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Parsippany, NJ 07054: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounting: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)

Work Location: One location

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