Tuesday, September 13, 2016

Investment Analyst, Anfield Cap Mgt - Newport Beach

Investment Analyst, Anfield Capital Management, LLC - Newport Beach
Anfield Capital Management, LLC (“Anfield”) is seeking a full-time Investment Analyst.  The Investment Analyst serves a unique and dynamic role that is based around the core responsibility of working with the Portfolio Management team. The Investment Analyst role is a professional career track toward the most senior positions in the firm, and while an MBA and/or CFA (Chartered Financial Analyst) is not required, it is expected that the successful candidate will want to pursue higher degrees and designations as part of their career development.
 
The primary responsibility of the Investment Analyst is gathering, analyzing, and discussing economic and a broad range of asset market trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses.  The secondary responsibilities are generalist in nature and will involve working with the firm’s client service, business development and executive functions to build Anfield Capital.  The role is entry level to moderate experience.  Salary is commensurate with experience and competitive with the market. 
 
Over time the role will expand to include activities such as analyze, and discuss market trends and data with colleagues and clients. Analyze portfolio characteristics in the context of broader investment themes. Evaluate risk reports, perform attribution research and conduct scenario analysis. Create customized client reports and respond to ad-hoc inquiries. Draft internal presentations and prepare client-servicing materials. Summarize and explain complex financial and economic concepts to educate clients.
 
POSITION REQUIREMENTS:
Demonstrated proficiency with: 
  • Microsoft Excel and strong knowledge of software applications in general, including but not limited to databases, query tools and trading platforms (e.g., Bloomberg)
  • Self-starter, ability to produce high quality and accurate work within the firms demanding and highly focused environment
  • Outstanding relationship building skills
  • Ability to clearly articulate analysis, written and verbally
  • Knowledge of asset allocation, equity, and fixed income securities and portfolio management techniques
  • Work effectively with all levels of personnel as part of a team.
  • Excellent time management, multi-tasking, organization and communication skills.

EDUCATION
Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting.
 
EXPERIENCE
Ideal candidates should have 1-3 years of experience in financial services, asset management, investment banking or accounting.  However, we are open to candidates with no prior related work experience.  A strong background and/or interest in economics, investment markets, investment analysis, asset allocation, and portfolio management is preferred.

All interested and qualified candidates should forward their resumes to:
Mark W, Okey, Esq.
C/O Anfield Capital Management, LLC.
4695 MacArthur Court, Suite 430
Newport Beach, CA  92660
mokey@anfieldllc.com

Anfield is an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
About Anfield Capital Management.
Since 2009 Anfield has a proven track record of success in Portfolio Management and Client Service, with over $290M assets under management.  Anfield is comprised of a team of highly experienced senior executives from top-tier firms, including PIMCO, Bear Stearns, Jeffries & Co. and Salomon Asset Management. The team has worked together for over 10 years and has over 100 years of combined experience managing billions in client assets.  Anfield serves as the advisor to the Anfield Universal Fixed Income Fund (“AFLIX,” 4 star rated by Morningstar) and is responsible for the Fund’s investment portfolio according to its investment objectives and policies. Anfield Capital Management, LLC is a registered investment advisor.

 

 

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