Duties and Responsibilities

• Helping the firm further develop its macro approach to investing
• Researching markets and economic data
• Analyzing investment alternatives including private partnerships
• Analyzing and purchasing individual fixed obligations particularly municipal bonds
• Actively managing our in-house quantitative individual stock portfolios
• Researching and recommending mutual funds consisting of stocks, bonds, and alternative investments
• Developing additional processes and supervising a group of about ten individuals who perform investment functions in addition to their other firm tasks
• Being available to contribute to financial planning research and firm capital expenditure analyses such as purchase of other companies
• Manage the firm’s portfolio models efficiently in an up to date manner
• Act as a resource to advisors in answering client related investment queries

Qualifications

• Experience in performing investment functions
• Highly developed analytical skills and an inquisitive mind
• A structured self-starter
• An ability to think in a contrary way and support the thesis
• Strong SAT scores in both math and verbal
• A CFA, CFP, MBA, and or a PhD level background are a plus
• Mathematical, statistical, programing and academic research activities are also a plus