Benefits: 401(k)401(k) matchingCompany partiesCompetitive salaryDental insuranceHealth insurancePaid time offVision insuranceOur central Austin wealth management firm is looking to add to its research/ portfolio analyst team. We have a deeply integrated planning approach that incorporates asset management, retirement income distribution, estate and insurance planning. We have been entrusted with more than $1 Billion of assets under management. Our firm is growing its 30+ year old team of great people and is strongly focused on giving back to the community in which we live and work.
Research Analyst/ Portfolio TradingPrimary role is portfolio trading duties (initial implementation and ongoing rebalancing and oversight) and working collaboratively with investment operations team and Lead Advisors. Portfolio trading will include both brokerage and Advisory accountsWorking with other members of our investment team to construct and manage portfolios and investment products. The bulk of our Advisory portfolios are designed using ETFs with complimentary actively managed fundsProvides information and makes recommendation on managers, advisory service products, investment selection, suitability guidelines and reporting decisions.
Be able to work with outside vendors to review our portfolio construction methods and vet additional investment solutionsProvides market insight to help guide our investment decisionsMinimum of 4 years industry experience and advanced certifications or education preferred (CFA candidate, CFA, CFP). Series 7 required.
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