-
Linden Thomas and Company Charlotte, United StatesBenefits Offered: 401(k). Fully paid health, dental, and vision insurance. Paid time off. Daily lunch and free parking provided. · Employment Type: Full time in-office · Why Work Here? · Fast growing, nationally recognized, values based private wealth management company in uptown ...
-
Linden Thomas and Company Charlotte, United StatesBenefits Offered: 401(k). Fully paidhealth, dental, and vision insurance. Paid time off. Daily lunch and free parking provided. · Employment Type: Full time in-office · Why Work Here? · Fast growing, nationally recognized, values based private wealth management company in upto ...
-
LINDEN THOMAS AND COMPANY Charlotte, United States Full timeWe are looking for an individual who can take on a critical role on the analytical team with direct exposure to the founder and managing principal as well as most operational aspects of the firm. The ideal candidate will have a solid understanding of the needs of sophisticated, h ...
-
BNY Mellon Charlotte, United States Full timeOverview · Senior Specialist, Mainframe Database Infrastructure Engineer · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management ...
-
Oncology Physician
1 day ago
Novant Health Charlotte, United StatesOncology Physician opportunities at Novant Health Cancer Institute · Novant Health Cancer Institute is looking for compassionate, caring, board certified / board eligible physicians to join our rapidly growing cancer care team in the Charlotte market of North Carolina. We would l ...
-
Oncology Physician
1 day ago
Novant Health Charlotte, United StatesOverview · Oncology Physician opportunities at Novant Health Cancer Institute · Novant Health Cancer Institute is looking for compassionate, caring, board certified / board eligible physicians to join our rapidly growing cancer care team in the Charlotte market of North Carolina. ...
-
Manager in Training: Food
1 week ago
Myers Park Country Club Charlotte, United StatesWould you like to experience the inner workings of a private club's food and beverage service department? MPCC proudly institutes a robust Manager in Training program for college graduates looking for the training and guidance necessary to become a Food and Beverage Manager. Whil ...
-
Neuro ICU APC
1 day ago
Novant Health Charlotte, United StatesAre you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro ICU Advanced Practice Provider to provide primary health care and perform selective med ...
-
Novant Health Charlotte, United StatesAre you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro Hospital Floor Advanced Practice Provider to provide primary health care and perform se ...
-
BH Advanced Practice Clinician
1 day ago
Novant Health Charlotte, United StatesNovant Health Medical Group is looking for a compassionate, caring Behavioral Health Advanced Practice Provider to provide primary health care and perform selective medical services under the direction of practice physicians. · Join our team · Novant Health benefits: · NH Medi ...
-
BH Advanced Practice Clinician
1 day ago
Novant Health Charlotte, United StatesOverview · Novant Health Medical Group is looking for a compassionate, caring Behavioral Health Advanced Practice Provider to provide primary health care and perform selective medical services under the direction of practice physicians. · Join our team · Novant Health benefits: · ...
-
Experienced Neuro ICU APC
1 day ago
Novant Health Charlotte, United StatesOverview · Are you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro ICU Advanced Practice Provider to provide primary health care and perform sele ...
-
Experienced Neuro ICU APC
1 day ago
Novant Health Charlotte, United StatesOverview · Are you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro ICU Advanced Practice Provider to provide primary health care and perform sele ...
-
Novant Health Charlotte, United StatesOverview · Are you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro Hospital Floor Advanced Practice Provider to provide primary health care and p ...
-
Experienced Neuro ICU APC
1 day ago
Novant Health Charlotte, United StatesAre you looking to join a remarkable team where quality care meets quality service, in every dimension, every time? · Novant Health Medical Group is looking for a compassionate, caring Neuro ICU Advanced Practice Provider to provide primary health care and perform selective med ...
-
State Street Global Advisors
1 week ago
State Street Corporation Charlotte, United StatesWe are currently hiring for a leadership role within State Street Global Advisors Americas Wealth Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as we ...
-
Senior Data Engineer
2 weeks ago
K2 Integrity Charlotte, United StatesK2 Integrity is seeking a highly skilled Senior Data Engineer to join the team. The remote Senior Data Engineer will be responsible for designing and implementing scalable and efficient data architecture solutions, primarily on the Azure cloud platform. The Senior Data Engineer w ...
-
Experienced Orthopedic Physician Assistant
2 days ago
tapwage Charlotte, United States Full timeOverview · Novant Health Medical Group is looking for a conscientious, compassionate, and experienced Orthopedic Physician Assistant to join a growing practice, currently consisting of 3 physicians and 2 APPs. This position would support our total joint surgeon and provide clinic ...
-
Senior Data Engineer
1 week ago
K2 Integrity Charlotte, United StatesJob Description · Job DescriptionK2 Integrity is seeking a highly skilled Senior Data Engineer to join the team. The remote Senior Data Engineer will be responsible for designing and implementing scalable and efficient data architecture solutions, primarily on the Azure cloud pla ...
-
BH Advanced Practice Clinician
2 days ago
Novant Health Medical Group Charlotte, United StatesNovant Health Medical Group is looking for a compassionate, caring Behavioral Health Advanced Practice Provider to provide primary health care and perform selective medical services under the direction of practice physicians. · Join our team · Novant Health benefits: · NH Me ...
Senior Equity Analyst/Portfolio Manager – Institutional Indexing - Charlotte, United States - Linden Thomas and Company
Description
Benefits Offered: 401(k). Fully paid health, dental, and vision insurance. Paid time off. Daily lunch and free parking provided.
Employment Type: Full time in-office
Why Work Here?
Fast growing, nationally recognized, values based private wealth management company in uptown Charlotte managing $2.5 billion in assets. Regular access to senior leadership and working within a team-based culture with great compensation and full benefits. In 2022, Linden Thomas & Company was recognized by Barron's as the top independent wealth management company in the Carolinas, and one of the top 100 nationally.
Job Description:
We are looking for an individual who can take on a critical role on the analytical team with direct exposure to the founder and managing principal as well as most operational aspects of the firm. The ideal candidate will have a solid understanding of the needs of sophisticated, high net worth investors. Strong candidates will possess extensive wealth & investment management experience.
Key Responsibilities:
· Take a lead role in the monitoring of investment holdings & market developments.
· Work under the direction of management on the development and management of new proprietary equity strategies.
· Assist portfolio manager with trading and ad hoc research on the firm's proprietary equity strategies.
· Build or review suggested portfolio allocations based on client-defined needs and goals.
· Build Charts/Graphs in Excel based on business needs.
· Placing equity and fixed income trades or client directed trades as needed.
· Perform portfolio evaluations for client and prospective client portfolios.
· Assist in the creation of white papers, marketing initiatives, and other sales support.
· Other ad hoc analysis to support the investment and client service process.
· Support various client reporting initiatives relating to portfolio allocations and performance.
Requirements
· CFA Charterholder required
· FactSet Experience Highly Preferred
· High Proficiency with MS Excel (VBA, VLOOKUP, PivotTables a plus), Word, & Adobe Acrobat.
· Strong wealth & investment management or experience in another analytical or reporting role.
· Excellent interpersonal and communication "soft" skills.
· Candidates should have the ability to adapt and take on new responsibilities in a fast-paced, in-office environment.
· Interest in a long-term career trajectory with a high energy, meritocratic firm.
· Candidate experience with Morningstar, Zephyr StyleAdvisor, and Bloomberg.
· Series 7/65/66 in addition to CFA designation is a plus.
· Schedule: 8am to 5pm Monday to Friday. In-office.
About the Company:
Linden Thomas & Company is comprised of 25 accomplished professionals with a combined experience of over 100 years managing assets. Our firm is especially adept at building custom investment portfolios based on the individual objectives and needs of our clients.
Linden Thomas and Company is blessed to be experiencing growth and continually adding talented staff. Another important part of our success is our involvement with various ministries and non-profits that align with the firm's faith-based ethos. This is a priority of our firm, which gives 10 percent of our revenues to charitable causes.
Company website:
Company address: 516 N Tryon St, Charlotte, North Carolina 28202
