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Portfolio Manager Associate

Financial Firm

Portfolio Manager Associate

Boca Raton, FL
Full Time
Paid
  • Responsibilities

    Job Description

    QUALIFICATIONS

     

    · Bachelor’s Degree Required

    · Series 65 or 66

    · Analysis Skills: 1-3yr experience

     

    FULL JOB DESCRIPTION

     

    IMZ Financial Services, Inc, a boutique firm with a non-corporate environment, is looking to hire a Portfolio Manager Associate to help with the daily needs of our client’s assets. To be successful in this position requires the following knowledge and personal characteristics:

    • An understanding of economics, the markets (stock, bond, commodities, etc.), and financial products such as mutual funds and ETFs

    • Analytical skills to process information necessary to a “best” recommendation for client portfolios

    • Decision-making skills to provide recommendations to sell, hold or buy a security

    • Attention to detail when trading client accounts, to avoid errors

    • Computer skills and ability to learn new software to analyze financial information

    • Verbal and written communication skills

     

    PRIMARY JOB RESPONSIBILITIES

     

    • Assist with research as directed to include mutual funds, individual stocks and bonds, and exchange traded funds for selection and use in our model and custom portfolios.

    • The ability to learn and use our custodian, portfolio management, and security research software to manage our client accounts.

    • Be able to implement all trading for our models, including allocation changes and rebalancing.

    • Be responsible for account cash generation for systematic withdraws and one-time withdrawal requests.

    • Be responsible for investment of cash deposits

    • Monitor model performance and run various reports as directed.

    REQUIREMENTS

     

    • An interest and desire to work in the portfolio management industry

    • Series 65 or 66

    • Bachelor’s Degree.

    • Successful completion of a background check and drug screening

     

    BENEFITS

     

    • 401(k) with safe harbor match and profit sharing contributions

    • Health Insurance

    • Disability Insurance

    • South Florida location, favorable tax state AND lifestyle environment

    • Paid Time Off

    -Non Virtual Position