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Senior Portfolio/Investment Analyst

Reference Number: JM5761
Location: Greensboro, North Carolina

The Judson Group has been retained by a very well respected, $800MM RIA in the search for a Senior Portfolio/Investment Analyst. This individual will work closely with the firm’s Directors, Investment Committee, and Advisors to provide tailored investment management solutions to the firms HNW/UHNW clients. The ideal candidate will have experience working directly with private clients as well as in a purely investment focused role.

Responsibilities:

• Maintain an in-depth knowledge of the investment platform at the manager and asset allocation level and be able to accurately articulate and implement this platform within client portfolios.

• Responsible for constructing complex investment portfolios and communicating investment message to the client via phone and in-person meetings.

• Comfortable splitting time between portfolio operations (trading/rebalancing), portfolio management and client relationship management.

• Oversee all facets of client portfolios and investment accounts, as well as on-boarding new client relationships.

• Accountable for developing and updating Investment Policy Statements and reviewing quarterly reports.

• Actively participate in weekly investment research and portfolio management meetings.

Requirements:

• BA/BS Degree required; advanced degree preferred.

• CFA designation required.

• 5 - 10 years of portfolio analyst/investment analyst experience; 2 – 5 years of client facing experience.

• Understanding and working knowledge of investment strategies and able to articulate them to clients.

• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

• Able to work under pressure and meet deadlines in a fast-paced environment.

Compensation:

Competitive compensation, bonus, and benefits package

Location:

Greensboro, North Carolina

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.