Salary: $135,000$175,000 + bonusIs this your perfect fit?
- Do you have a passion for deep market research and shaping investment strategy?
- Would you like office perks, like an in-office fitness center and catered lunches?
- Do you desire to work in a beautiful office in a desirable downtown location?
- Would you enjoy being part of a collaborative, mission-driven wealth management team?
If that describes you, we need to talk!What your future day will look like: - Lead investment research and help shape portfolio direction, with a strong emphasis on growth and technology sectors.
- Analyze earnings releases, filings, and research sources to identify new opportunities and evaluate current holdings.
- Monitor model portfolios, execute approved changes, and track performance against strategic objectives.
- Present trends, recommendations, and sector insights to the investment team and leadership.
- Participate in client meetings as the investment subject-matter expert and help educate advisors with tools and research.
- Contribute to ongoing investment materials including committee reports, newsletters, collateral, and 401(k) model reviews.
Benefits offered: - Health/Dental/Vision
- STD/LTD
- 401k with company match
- Incentive compensation
- PTO
- Paid Holidays
Type: Direct HireTo be a champion in this role, you will need:- (CFA) Chartered Financial Analyst designation required.
- Bachelors degree required
- 10+ years of experience in investment management, portfolio construction, or market strategy.
- MBA and Series 65 are a big plus!
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.