Reference Number: HRJ7148
Location: Salt Lake City, Utah
Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Investment Manager. This role is part of a team responsible for investment management and is specifically focused on trading, manager due diligence, and general investment team support. Prior experience trading is particularly important. This is a privately-held firm that has experienced tremendous growth. The team is very collaborative and building a family atmosphere that rewards employees is very important to them.
Responsibilities:
- Oversee investment related analyst efforts.
- Attend client meetings and ensure action items are followed up.
- Administer risk tolerance questionnaire.
- Oversee private investment portfolio template.
- Oversee new client investment onboarding.
- Manage investment policy statements and transition plans.
- Assist in trading of portfolios and drafting tactical trade summaries.
- Responsible for private investment due diligence.
- Partake in portfolio management tasks including trading, gain/loss analysis, and supporting the investment team in research.
- Assist with Investment Committee minutes and material preparation.
Requirements:
- BA/BS degree required; advanced degree/CFA preferred.
- 5+ years’ experience with emphasis on liquid portfolio management, trading, and private investment due diligence.
- Proficiency in capital markets.
- Must be a team player.
- Must exhibit proactive ownership of tasks.
- Strong communication and presentation skills.
- Experience with Morningstar Direct, BlackDiamond, Excel, and Wealthscape.
- Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
- Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation & Benefits:
Competitive compensation, bonus, and benefits package.
Location:
Salt Lake City, Utah
Reference Number: HRJ7148
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