Thursday, July 17, 2014

Operations/Marketing/Trading Asst, Triad Inv Mgt - Newport Beach

Operations/Marketing/Trading Assistant, Triad Investment Management - Newport Beach

Triad manages equity and balanced separate accounts for high net worth individuals.  As of 6/30/14, we manage $139 million.  We have served high net worth investors since our inception in 2008, and we are now reaching out to institutional investors.  We seek an individual to join our team to help us manage our operations and assist us in growing the firm. 
 
Responsibilities:
·         Varied depending on what is needed by the firm
·         Handle operational, compliance, administrative roles
·         Assist with marketing and marketing support
·         Potentially assist with trading
 
Characteristics:
·         Able to handle a wide variety of job responsibilities and roles
·         Able do needed tasks in priority order and re-prioritize depending on business needs
·         Self-starting, motivated individual
·         Able to represent Triad well with clients, prospective clients and members of the community
 
Desired Background and Experience:
·         Over 5 years in the investment management profession
·         Undergraduate degree
·         Interest in establishing a long-term career with Triad as we continue to grow
 
Contact Dave Hutchison, CFA, Managing Director, to apply and for more details at dhutchison@triadim.com
  

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