Wednesday, January 8, 2014

Mgr of Research and Investments, Bolthouse Inv - Bakersfield, CA

Manager of Research and Investments, Bolthouse Investments, LLC - Bakersfield, CA
Location:  Bakersfield, California

Bolthouse Investments, LLC, a multifamily office and Registered Investment Advisor located in Bakersfield, California, is seeking candidates for the position of Manager of Research and Investments.  Bolthouse Investments, LLC serves as an advisor to two private funds - The Bolthouse Equity Limited Partnership and The Bolthouse Fixed Income Partnership.  The majority of client investments are managed within these vehicles.  A small number of individual investment accounts are managed for clients outside of the Partnership vehicles.

The Manager of Research and Investments reports to the Vice President of Investments of Bolthouse Investments, LLC.  In their capacity as Manager of Research and Investments, this individual will be responsible for a variety of activities, including investment manager due diligence, Partnership administration activities, client service, and portfolio management.

§  Bachelor’s degree in Business, Economics, Finance, or a related field
§  5 years experience in the equity or fixed income securities industry in an analytical role
§  CFA or progress towards the CFA designation preferred
§  Proficiency with Microsoft Office, particularly Excel, essential
§  Familiarity with portfolio management systems (i.e.  Advent or Schwab PortfolioCenter) beneficial
§  Experience in an SEC compliance environment
§  Excellent analytical skills
§  Excellent written and verbal communication skills
§  Highly organized and detail oriented

Interested applicants may submit a cover letter and resume to  No phone calls, please.

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