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Job Description

Job #: 9845 Title: Director of Research / Sr. Portfolio Manager Job Location: NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) Job Categories: Investments/Securities (INSEC); WealthMgmt~Asset/Invest. Mgmt. (WMA); WealthMgmt~Exec/Mid Mgmt/Admin (WME) Industries: None Base Compensation: Low: $100,000       High: $200,000 Total Compensation: Low: $150,000       High: $250,000 Is Employer Willing to Relocate : No Employment Type: Full Time / Direct Hire   Why is This a Great Opportunity $1B Registered investment advisory firm providing comprehensive wealth management services to individuals and families of substantial means with offices in both New York and Philadelphia. Currently in the process of expanding. Looking for someone to be part of the investment team but also manage the process; open architecture. Work with one of the largest and most experienced independent wealth management firms in the U.S. Top ranking in Wealth Manager Magazine’s list of Independent Advisors in 2002, 2003, 2004, 2005 and 2006. Work with a talented and trustworthy team that partners with clients to develop a comprehensive investment plan tailored to clients needs. They have an innovative investment philosophy and unique approach to asset allocation.   Job Description: Director of Research/Senior Portfolio Manager 5-10 years of experience in manager research and securities analysis CFA desired, not required Would oversee the process of manager research and selection, portfolio monitoring, and asset allocation Requires ability to write research which could be distributed to clients Strong Quantitative Analysis Experience   QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: Must have a minimum of 5-10 years experience with another RIA, Bank or Investment management firm in a Portfolio Management Role dealing with HNW individuals. Must have hands on Investment Management and Quantitative Analysis Experience. Candidate will be the Senior Investment Professional for this RIA.   Preferred Qualifications: CFA 7-10 years research & analysis   Education: Bachelors   Certifications: Certified/Chartered Financial Analyst   Licenses: None   Total Years of Experience: 9-10

Job Requirements

Not Specified Years

Application Information

• Apply through Financial Services Company