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Associate Portfolio Manager - Santa Fe, United States - HighTower Advisors
Description
Our StoryFounded in 2008,
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations.
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th.
rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).Your Future Team
The Rikoon Group
is a team of financial professionals based in
Santa Fe, NM
.
Our team is built around our clients and their respective needs. We strive every day to provide the highest-level of service and to maintain meaningful relationships with each client. We play an important part in their inner circle, guiding families, retirees, and entrepreneurs toward long-term financial security.
What You'll Do:
The Rikoon Group is seeking an Associate Portfolio Manager/Research Analyst to provide support to the office and financial advisors in management of approximately $850 million in assets.
Assist with monitoring of current and prospective investments
Assist with special investment/client-related projects
Assist with tracking and valuation of alternative investments
Respond to client service requests
Prepare investment proposals and monitor portfolios for rebalancing
Balancing multiple roles across the firm - advisory, financial planning, operations, relationship management - through a variety of tasks
Follow and have knowledge of regulatory requirements
Develop skills and knowledge to progress into Portfolio Manager role.
What You'll Bring:
2 or more years of professional work experience
Introductory knowledge and interest in investments and financial planning
Demonstrated analytical and problem-solving skills
Strong work ethic, detail-oriented with ability to prioritize and organize workflow
Ability to obtain a securities representative license (Series 65) in first year of employment
BA/BS degree preferred
(additional work experience required for those without a degree)
Ability to work effectively in a team environment
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
Pet Insurance
Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
Work/life Balance:
Vacation time, flexible schedule
Career Path Opportunities
AN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
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