Rapidly growing boutique investment advisory firm in East Greenwich, RI seeking aspiring talent in our Investment Management department. The ideal candidate brings at least 3 years’ comparable experience in an investment management firm (registered investment advisor), broker dealer, or trust company and possesses a strong work ethic and an amiable attitude that contributes to the esprit de corp of our office!
The Portfolio Manager (PM) supports a fast-paced, multi-branch/advisor office in discretionary asset management for high net worth family clients and corporate retirement plans. Primarily responsible for portfolio management activities, trading, and rebalancing to model targets in Black Diamond® and RedBlack®. Portfolios are comprised primarily of mutual funds and ETFs but may also include individual stocks and bonds, 1940 Act registered and Reg. D alternative investments, separately managed accounts (SMAs) and Unified Managed Accounts (UMAs).
Assist in securities research and model development using Morningstar Direct® and Value Line®. Employs experienced professional judgment using best practices.
Full-time position with a competitive benefits package. Compensation commensurate with experience.
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