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