Portfolio Manager - Houston, United States - Archer Investment Management

Description

Required:
CFA (or on the path to obtaining CFA)

About the Role

At Archer Investment Management, we put our people and our clients above all else.

As Portfolio Manager, you will join our internal staff meetings and external wealth management client meetings to provide macroeconomic and market commentary, deliver portfolio recommendations, and review performance.

You will research and analyze mutual funds, ETFs, individual equity and fixed income positions, alternative investments, and digital assets. You will monitor existing investment models, rebalance client portfolios, and respond to questions and concerns from our client base.

We are looking for an independent self-starter willing to take complete ownership of areas of responsibility from start to finish.

What does it mean to work with us?
We are 100% digital, remote, and flexible.
We work with a limited number of clients and have developed streamlined operational processes on industry-leading technology.
You will have a voice on the team.
Archer Investment Management is a B-Corp. We're committed to higher standards for environmental protection, transparency, and accountability. We put our people first.

Your Day-To-Day Responsibilities
Produce and deliver market and economic commentary and portfolio performance metrics to wealth management prospects and clients.
Support the sales process by analyzing prospective clients' current portfolios and risk tolerance.
Contribute to the production of marketing materials that may include blog posts, website videos, and timely client emails.
Serve as a resource and point of contact for clients with economic, market, and portfolio-related questions.
Monitor and rebalance investments, including mutual funds, ETFs, individual equity, and digital asset positions.
Research analyses on specific organizations, securities, financial products, and the overall economic environment
Utilize and maximize current technologies (Orion & Eclipse, Pontera, OnRamp, and Nitrogen).
Identify new technologies to improve investment research and reporting.
Identify opportunities for strategies (tax loss harvesting, tactical rebalancing, and tax location).
Provide support on special projects and miscellaneous administrative tasks as needed.
Participate in weekly team meetings that provide feedback and continued education opportunities.

Preferred Skills & Experience
Highly organized with keen ability to prioritize tasks
Attention to detail and good problem-solving skills
Ability to synthesize complex data into simple bullet points
Excellent written and verbal communication skills
Ability to work independently and take direction from multiple parties simultaneously
Impeccable ethics and integrity
Strong computer skills
Experience working with Charles Schwab as custodian and Orion & Eclipse (preferred)

Benefits & Compensation
Competitive base salary + bonus based on experience and skills
Discretionary profit sharing, eligibility begins after the first full year of employment.
Medical and dental insurance, a 401(k) with employer match, and short- and long-term disability coverage.

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