Assistant Portfolio Manager ~ Sheridan, WY
We work together as a staff team that is committed to sound investment management and building strong financial advisory relationships with integrity and superior service. This position is a dual role that will provide direct support to our boutique firm’s daily operations. The Assistant Portfolio Manager provides direct support to the Portfolio Manager and Team and serves as a member of the Investment Management Committee.
Summary of Job Description
Assistant Portfolio Manager
Assist the Portfolio Manager and Investment Committee with:
- Trade execution
- Model and strategy research and development
- Tolerance management
- Cash Management
- Performance Reporting
- Report Generation
Other
- Professional Development
- Represent the firm in select local community events and organizations
- Carrying out ongoing office admin tasks, document management, other projects as assigned
Positions are at-will and job descriptions, responsibilities and estimated time is subject to change given skill set, goals, and priorities as the position develops and grows.
Desired Qualities
■ Attention to detail and organizational skills
■ Effective communication
■ Efficient time management
■ Ability to prioritize tasks, multi-task and work in a deadline-driven environment
■ Punctual, Humble, Driven
■ Willing to travel
Desired Education and Experience
■ 3+ years of investment industry experience
■ Proficient computer skills
■ College degree
■ Series 65 registration (within 6 months of hire)
Salary reviewed after initial training period and Series 65, then annually
:
Vacation, sick and holidays
Health, Dental, Vision (100% of family premiums)
Education/Professional Development
Travel Expenses
Group Retirement Plan
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Experience level:
Schedule:
Education:
Experience:
- Investment Industry: 3 years (Required)
Ability to Commute:
Ability to Relocate:
- Sheridan, WY: Relocate before starting work (Required)
Work Location: In person