Wednesday, February 26, 2014

Portfolio Manager or Analyst, Gould Asset Management LLC - Claremont, CA

Portfolio Manager or Analyst, Gould Asset Management LLC - Claremont, CA

Job Description
Gould Asset Management LLC is seeking an intelligent, analytical and well-rounded individual to join our portfolio management team.  Depending on the candidate’s experience, this position will either begin as a Portfolio Manager position or as a Portfolio Analyst, progressing into a Portfolio Manager over time.  The Portfolio Manager/Analyst will work closely with our Portfolio Managers in a variety of functions, including investment research, portfolio trading and accounting, performance measurement, and client relationship management.  The Manager/Analyst will also support other departments within the firm, including sales, marketing, regulatory compliance, technology and operations. 

We are a small organization and rely on each employee to be flexible, versatile and self-guided – applicants must be comfortable working in a small group, as well as organizing and completing both short-term and long-term projects without constant supervision.  Not all assigned tasks will be directly related to portfolio management, but all will be important to the strategy and mission of the company. 

The Portfolio Manager/Analyst is a full-time, salaried position with healthcare benefits and an employer-matched 401(k) program.  New hires may be subject to a 90-day probationary period.  Applicants should submit a resume and cover letter to gouldassetjobs@gmail.com.  No phone calls, please.

Job Requirements
§  Bachelor’s degree.  (Data such as GPA, class rank, relevant test scores helpful.)
§  Excellent oral and written communication skills.  (Writing samples preferred.)
§  Excellent quantitative reasoning, supported by coursework in mathematics, finance, economics, business or similar fields.
§  Demonstrated interest in investments and financial markets.
§  Creativity, flexibility and an entrepreneurial spirit.
§  Strong interpersonal skills and a positive attitude for cooperation and collaboration.
§  Highest ethical standards.
§  Mastery of Microsoft Office products; particularly Microsoft Excel (we administer an Excel test in our interview process).
§  Progress toward (or demonstrated interest in) obtaining the Chartered Financial Analyst (CFA) designation and/or the Certified Financial Planner (CFP) certification.
§  Portfolio Manager position requires a minimum of 2 years industry experience. Industry experience (at least 1 year) a plus, but not required, for Analyst position. 

The Company
Gould Asset Management LLC manages more than $400 million in assets for high-net-worth individuals, foundations and non-profits.  Information about our people, philosophy and investment strategies may be found at www.gouldasset.com.

Applicants should submit a resume and cover letter to gouldassetjobs@gmail.com.  No phone calls, please.

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