Senior Investment Analyst Portfolio Manager
Location: Asheville, NC (In-office position)
Collyde, Inc. is recruiting for an amazing investment analyst opportunity on behalf of one of our favorite partners - the Independent Wealth Advisory Firm in Western, NC. If you're passionate about investments, serving others, and working in a collaborative environment, this could be your next great career move.
Why This is an Awesome Opportunity:
- Best company culture you'll ever have.
- Career Growth Potential: This position could eventually grow into a Chief Investment Officer role.
- Be part of an innovative company that values continuous improvement and development.
- Work in a supportive, team-oriented environment with ample learning opportunities.
- Feels like a 75-year old startup-stability with innovation and a growth mindset.
About the Role:
As the Senior Investment Analyst (or Portfolio Manger), you'll play a key role in analyzing investment data, researching new opportunities, and helping to lead the investment committee with decision-making processes. You'll have the chance to contribute directly to portfolio management and trading operations, while also working with a talented team to create efficient, scalable investment strategies.
What You'll Do:
- Analyze investment data and assist in decision-making processes for equity, fixed income, and alternative investments.
- Collaborate with the investment committee and other team members on monthly meetings and ongoing research.
- Assist with portfolio rebalancing and provide valuable insights into client investment recommendations.
- Be a champion for the firm's technology platform (Orion) to ensure top-tier reporting and client deliverables.
- Handle securities trading, manage the drift dashboard, and provide trading support for advisors.
What We're Looking For:
- 4+ years of relevant experience in finance or investments, and an interest in growing your career in this space.
- An ideal candidate may have experience in investment analysis, operations, or client services with a passion for technology.
- Associate degree required; a Bachelor's degree and/or CFP or CFA designation (or in progress) is a plus.
- Proactive, detail-oriented, and able to work independently while collaborating within a team.
Why Join Us:
- Competitive compensation with clear growth opportunities.
- Work in a dynamic, technology-driven environment that encourages continuous learning and innovation.
- Build your career with a firm that has a clear path to leadership opportunities.
Ready to take the next step in your investment career? Apply now to join a company with great potential and a supportive team culture.