NO RESUME WILL BE CONSIDERED IF YOUR ACTUAL HOME ADDRESS IS NOT ON IT.
Assistant Portfolio Manager position in Fairfield County to 150K salary + bonus + possible equity ownership/succession. CFA not required BUT SERIOUSLY PREFERRED
My client, a money management firm / RIA in the New Canaan/Wilton/Weston area with AUM of $150 million is looking to hire an Assistant portfolio manager/Portfolio Administrator work with and for their HIGH-NET-WORTH CLIENTS. Portfolios comprised of MOSTLY LONG ONLY VALUE equity and SOME fixed income securities. NOT LOOKING FOR ANYONE WITH ALTERNATIVE INVESTMENTS FX and derivatives WHATSOEVER
IN ORDER TO BE CONSIDERED YOU MUST HAVE 10+ YEARS OF WORKING AT OR RECENT BEEN EMPLOYED WITH A BUY SIDE FIRM IN EITHER AS A PORTFOLIO MANAGER, CLIENT PORTFOLIO MANAGER OR ASSISTANT PORTFOLIO MANAGER overseeing HNW money. MUST HAVE VALUE / WARREN BUFFET LIKE EXP. MANAGING MONEY. NO ALT/HEDGE FUND WILL BE CONSIDERED
My client WILL CONSIDER a wealth advisor provided you are bringing a book of business with you. Or if you are an RIA managing $10-50 million plus and want to move your business here
OWNER IS LOOKING TO0 WORK LESS AND ULTIMATELY FORM A SUCCESSION PLAN FOR THIS NEW HIRE5
5 days a week in the office to start, then hybrid possibility.
you will be the key point of contact for the clients of the firm You will need a superior commitment to client service and provide their clients with clear explanations of how their money is invested and why.
Work alongside the "hands on president" in creating and implementing individual investment strategies designed to help build and protect client's wealth. Being a small firm of 3 you will also be involved with portfolio administration duties as needed.
Hands on experience using Black Diamond or the Advent platform is a HUGE PLUS Exp. with Axys, Moxy, APX is good too
NORMAL HOURS, ideal for someone who lives in Fairfield or Westchester County who doesn't want the headache of commuting to NYC. Great friendly workplace with VERY NICE PEOPLE
Salary range budget is to $150,000 PLUS year-end bonus and Great benefits. NO MORE
YOU MUST LIVE WITHIN A 30 MILE RADIUS OF WILTON CONNECTICUT. The Firm will consider any candidate who wants to relocate PROVIDED you have some connection to the area(grew up here, went to college here, relative lives here, moving back) AND HAVE SOMEWHERE TO MOVE TO PRIOR TO ANY FIRST INTERVIEW.
You must be a US Citizen, no overseas applicants please
Michael A. Weinstock - Founder & President
Portfolio Placements & Resumes, LLC
NOW WITH OVER 350 recommendations
THE HYPER-REALISTIC, BRUTALLY HONEST, COMMON SENSE RECRUITER, WHO TELLS IT LIKE IT IS