Reference Number: MHH7164
Location: North Shore Boston, Massachusetts
Judson Group has been retained by a successful RIA in the search for an Assistant Portfolio Manager/Research Analyst responsible for assisting the CEO and CIO in all aspects of investment management and research analysis (equity). The ideal candidate has experience working with high-net-worth individuals and families in an assistant planning and investment capacity. This position could lead to Portfolio Manager over time.
Responsibilities:
- Responsible for assisting relationships with current and prospective HNW clients.
- Primary focus will be mainly on equity-oriented investments.
- Responsible for client meeting preparation with emphasis on investment management.
- Support team with investment analysis and recommendations.
- Manage customized research projects, company analysis, and investment themes or country specific analysis.
- Assist in portfolio management duties including trade order management implementation and portfolio reviews.
- Work proactively with client support and other members of the firm in ensuring top-notch client service.
Requirements:
- 3+ years’ analyst experience.
- Bachelor’s degree required; advanced degree and/or CFA is a plus.
- Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
- Exceptional communication and presentation skills.
- Must have samples of written analysis and demonstrated ability to review and analyze.
Compensation: Attractive compensation package including base salary, bonus, and benefits
Location: North Shore Boston, Massachusetts
Reference Number: MHH7164
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