Looking with an individual that has research and portfolio manager experience, specifically with individual securities. Ideally a CFA, or interested and/or on track with that program is a plus. In addition, if the candidate has a trusted operations/support person they would like to bring to our firm, we would consider that addition as well.
Compensation for the position is based on the amount of assets that are either brought in and/or managed by the Portfolio Manager, and future increases in compensation is based on the same two variables. While we can provide a bridge during transition, if you do not have a clientele base or a quality referral network, this position is not for you.
The firm has 10 employees, 4 of which are portfolio managers, 4 are in operations, and 2 are independent contractors, one more focused on marketing and the other more focused on investment market intelligence. It is a growing firm, with approximately $400 million under advisement, and an average account size of around $1.5 million.
Thanks for taking a look.