Job description
Responsibilities:
Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
Perform due diligence reviews of current and future investments
Build and present proposals for new investment opportunities
Escalate any portfolio changes within Family Office
Develop long-term financial planning options, as needed
Qualifications:
- Bachelor's degree in Finance, Economics or related concentration/Master 's degree preferred
3-5 years of portfolio or investment management experience
Proven mathematical skills and financial acumen to evaluate investments
Superior technical/analytical skills for modeling data and processing information
- Exceptional verbal and written communication skills along with strong presentation skills
- Strong attention to detail
- Well-developed organizational skills, flexible and ability to multi-task
- Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
- CFA, FINRA Series 7 and 66 preferred
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