Portfolio Analyst
- Employer
- Salem Investment Counselors
- Location
- Durham, North Carolina
- Salary
- Up to $100K per year, plus benefits
- Closing date
- Dec 14, 2021
View more
- Job Function
- Equities Research: Buy Side, Fixed Income Research: Buy Side, Operations, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Trading, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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The ideal candidate will enjoy working directly with private wealth clients and assisting Chief Investment Officer with macro research, security selection, and overall portfolio management.
Responsibilities
- Conduct macro, asset class, industry sector and theme-based research and analysis
- Assist with portfolio management and analysis
- Evaluate new investments (equities, fixed income, alternative investments)
- Assist with client requests and general administration
Qualifications
- Bachelor's degree or equivalent experience
- Demonstrable expertise with Excel and PowerPoint
- Excellent communication skills
- Progress towards CFA designation
- Previous quantitative and qualitative research experience
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