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Portfolio Analyst (CFP)

Cognetic Capital Advisors

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Details
Posted:
April 12, 2018
Location:
White Plains, New York
mapContent
Salary:
Competitive
Type:
Full Time - Experienced
Certification Requirement:
Required
Experience:
1-5 years
Category:
Investments
Preferred Education:
4 Year Degree

Westchester based Family Wealth Management firm seeks CFP, Portfolio Analyst.  

The analyst will be responsible for preparing presentation materials for distribution to firm partners and firm clients.  Presentations to include, client portfolio asset allocation and attribution, performance reporting, new client acquisition material such as financial statements, financial plans, portfolio analysis and recommendations. 

The analyst should be able to interpret qualitative as well as quantitative research of mutual funds and separate account managers (Equity, Fixed Income, Hedge Fund and Private Equity) to assist in the formal recommendation process for asset allocation and portfolio construction.  As part of the portfolio construction and management team, the analyst will be supporting portfolio execution.

Required Skills

  • BA/BS degree and at least one of the following professional designations such as CFP, CFA or CIMA required.
  • FINRA Series 7 and 63 or 66
  • 3-5 years of investment management experience, specifically mutual fund/ETF/alternative investment due diligence, and experience with systems such as FACTSET, Tamarac/Black Diamond, Morningstar Direct, Salesforce and Bloomberg.
  • Exceptional client-facing sales/consulting communication skills with a high level of industry awareness and business acumen
  • Proven project management skills and ability to manage multiple objectives independently
  • Actual asset management/analysis/allocation/manager due diligence experience
  • Strong written, verbal and analytical skills
  • Strong interpersonal skills in interacting with various internal and external constituencies
  • Self-starter, strong work ethic and drive to success
  • Experience leading initiatives from start to finish
  • Highly proficient in software applications, including MS Word, Excel, PowerPoint

NOTES:

Additional Salary Information: competitive and commensurate with designations, skill set and experience
About Cognetic Capital Advisors
Cognetic Capital was founded as a wealth management practice designed to help individuals, families and organizations achieve and maintain financial security by utilizing a clearly defined and disciplined process. Each partner has more than 20 years of global capital markets investment experience. This wealth of knowledge and historical perspective provide invaluable insight as the Cognetic team works together with clients to construct customized asset allocations and investment portfolios specific to their needs and goals.With a passion for detail and a commitment to excellence, Cognetic delivers an excellent client experience.
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