Friday, October 30, 2015

Investment Analyst, Compak - Newport Beach

Investment Analyst, Compak Asset Management - Newport Beach

Compak Asset Management is a world-class wealth management, with proactive asset management as the underlying foundation. The firm delivers an integrated Wealth Management solution that includes asset management, comprehensive financial planning, annuities and insurance.  Over the years Compak’s investment management team has developed numerous methodologies to pick individual securities.  The firm also maintains a macro-model to determine the investing environment. The firm is now planning to hire an Investment Analyst to assist the investment team. 

Role & responsibilities:
1. Manage Individual stock portfolios
 Use existing Fundamental and technical quantitative screening to screen stocks
 Research additional screening tools and rule based investment methodology
 Trade and rebalance portfolios
2. Assist the Investment Committee for portfolio allocation decisions and mutual fund selection on all
asset classes
 Provide insight on markets for asset allocation decisions
 Meet with Asset management companies and identify new products
3. Pursue quantitative research and modeling for strategic and tactical portfolio allocations (based on
technical and fundamental indicators)
 Identify and propose new areas of research for risk off/risk on decision
 Develop rule based back-testing tools
4. Use and improve reporting tools for risk management
5. Analyze prospect portfolios, provide investment recommendation and create proposal pitch books

 Minimum of 1 year experience in the investment management industry
 Deep interests in financial markets
 Strong proficiency in Excel &VBA and familiarity with Bloomberg Terminal is a plus
 Bachelors degree with strong Finance course work
 MBA/CFA designation is a plus
 Strong intellectual ability, desire to work hard and high degree of motivation

Compensation & Benefits:
Compak provides a competitive compensation package in-line with the finance industry wages in Orange County, California.  In addition to an attractive salary, other benefits include paid vacations, full medical insurance, 401k & Profit Sharing and performance bonus.
Recent foreign graduates are eligible to apply.  Compak can apply for appropriate approvals (Practical Training/H1B) from the relevant government agency  

Please email your resume and a cover letter to

For more information about Compak's wealth management solution, please visit

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