Investment Portfolio Associate - Memphis, United States - Adams Keegan

Adams Keegan Memphis, United States

1 week ago

Description

Job Description

Our client is a Memphis based investment firm serving individuals, business owners, foundations and non-profits. They are searching for an Investment Portfolio Associate to evaluate and research trends and opportunities for their clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to clients and business.

To ensure success as an Investment Portfolio Associate you should be well-versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top-notch investment analyst performs well under pressure, possesses creative and analytical abilities, and can adapt their thinking to quickly evolving scenarios.

Investment Portfolio Associate Responsibilities:

Coordinate meetings with investment managers

Prepare presentations for prospects

Maintain manager due diligence

Assist with quarterly investment meeting

Assist in trading of publicly traded securities

Assist in investment research

Assist in reporting as needed (Black Diamond)

Assist in monitoring exposure for individual portfolios and firm as a whole

Assist in creating quarterly investment meeting

Monitor market trends

Help maintain firm records

Assist in running internal reports

Identify ways to improve overall firm efficiency/performance

Assist in formulating financial plans

Assist in quarterly investment/ad hoc commentary and articles

Investment Portfolio Associate Requirements:

A bachelor's degree in finance, economics, or accounting preferred

Series 65 license preferred

Interest in financial markets

1-3 years experience

Strong mathematical and numerical skills.

Proficiency in data collection and analysis.

Excellent research and writing abilities.

A flair for statistics and data manipulation.

Thorough understanding of financial analysis and investment strategy.

Interpersonal skills and the ability to work under pressure.

A team player who can work independently.

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