Description
CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing, and distributing assets over our clients' lifetimes.
We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity® and believe in giving our clients the most accurate, transparent, honest, and thorough financial information concerning their accounts.
With $2B billion in client assets under management, we are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients.
Portfolio Analyst Job Description:
The firm is seeking a Portfolio Analyst to join the Investment Team. The candidate will be responsible for all trading, reconciliation, reporting and operations tasks within the Portfolio Management process. The candidate will also gain exposure to the firm’s research process and management of the firm’s internal investment strategies, in addition to various asset classes including equities and fixed income.
Key Responsibilities:
- Manage the Investment Team’s trading inbox and contribute to trade execution.
- Assist with our research process including investment research, quarterly earnings, investment committee materials, report generation, and data mining.
- Manage the administration of portfolio reviews with financial advisors.
- Ongoing contribution to system implementation and ad hoc analysis.
Requirements
Job Qualifications:
- Bachelor’s degree in Business Administration, Finance, Economics, or Computer Science.
- 1-3 years’ experience in wealth and investment management, or completion of a graduate training program within financial services.
- Proficient in Microsoft Office. Advanced in Excel.
- Experience with account reporting systems and financial databases.
- Strong ability to manage large data sets.
Preferred Qualifications:
- CFA Level II Candidate or Completed Level I of the CFA Exam.
- Series 65 or willing to complete within 12 months.
