Investment Analyst | Greensboro, North Carolina

Reference Number: HRJ6210
Location: Greensboro, North Carolina

Judson Group has partner with a very well respected, $800MM RIA in the search for an 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

Reference Number: HRJ6210

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