Monday, April 20, 2015

Associate Portfolio Manager, Global Equities - Southwestern U.S.

Associate Portfolio Manager, Global Equities - Southwestern U.S.

Title: Associate Portfolio Manager, Global Equities (443-4)
Location: Southwestern U.S.
Compensation: Strong six figure base plus bonus
Summary:
Investment management firm with fundamental approach to investing in global equities seeks an Associate Portfolio Manager to join their team. Firm has a strong, established track record and offers mutual funds/separate accounts to HNW investors/institutional accounts, as well as UCITS funds. The Associate Portfolio Manager will report to the lead Portfolio Manager, and will liaise with various other team members.
Responsibilities:
  • Analyze equity securities for investment. Synthesize industry trends/fieldwork/financial models to develop compelling investment ideas
  • Monitor investments and interpret developments (macro-economic news/company-specific changes) that may impact investments long term
  • Serve in global generalist capacity, with responsibilities spanning geographies/industries; will be expected to improve understanding of international markets over time
  • Present recommendations to lead Portfolio Manager regarding specific investments/broader portfolio considerations
  • Regular travel required
Requirements:
  • Pedigreed college degree with demonstrated academic excellence required; Grad school/MBA preferred
  • 4-7 years full-time experience in financial markets (including buy-side experience) required
  • Demonstrated ability to perform in-depth, effective investment research required
  • Language skills and international experience a plus
  • FINRA Series 7 and 63 preferred, or must be obtained within 1 year of hire
  • Passion for markets and strong work ethic required
  • Strong analytical skills including financial/accounting knowledge
  • Self-motivated; independent/flexible thought process; strong written/verbal communication skills; efficient time management; able to thrive in team environments
If interested in this opening, please email your resume as an MS Word attachment to:
Zach Stierhoff
BCI - Financial Services Recruiting

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