Thursday, June 27, 2013

Sr. Portfolio Manager/Tax Specialist - Pasadena

Sr. Portfolio Manager/Tax Specialist - Pasadena

Short Description of our Firm:
Serving the affluent of Southern California since 1989, our Registered Investment Advisory firm continues to grow. We offer fee-based wealth management and sophisticated financial planning strategies and  are independent of any bank, insurance or investment product sponsor. The position described below has opened up due to the approaching retirement of a valued 20+year employee.

Job Description:
We seek a skilled investment management and financial  professional to support our growing business.  The appropriate  candidate will have significant experience constructing and monitoring investment portfolios.  He/she will lead our investment committee, and have a demonstrated commitment to the financial industry, as evidenced by advanced credentials such as CFA, CFP, CIMA or CPA.    

Managerial experience is a plus, however, not required.  This position does not require client acquisition, or revenue generation. A thorough understanding of individual securities, mutual funds, third party managers, and alternative assets is required, in order to assist in the construction of investment portfolios. The ideal candidate will be an experienced data base user, including Microsoft Access and Excel. A familiarity with financial planning concepts and third party portfolio management programs such as Black Diamond, Tamarac, Morningstar Office or similar is preferred.  He/she will supervise one or more employees directly and oversee trading & research.   

Salary: $80,000 to $120,000 based on experience, plus performance bonus and attractive benefits package.

Minimum Requirements:
Skilled financial professional with minimum of 5 years of directly relevant experience.  College degree required. CPA, CFP, CFA or CIMA strongly preferred. Licensing through FINRA is a plus.   Bonding and insurance requirements mandate full background check and employment screening.

Email resume and cover letter to:

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