Jr. Portfolio Manager

Job Description

Summit Place Financial Advisors is seeking a new Jr. Portfolio Manager to develop and grow with the firm. Summit Place Financial Advisors is an independent investment management and wealth advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. The successful candidate will grow into the responsibility of managing client portfolios and presenting performance and strategies to clients.

YOUR DAY-TO-DAY:

• Conduct detailed analysis of equity, fixed income and opportunistic alternative investments as appropriate. Maintain the firm's research records
• Analyze complex financial information and build research analyses and reports
• Prepare custom reports on specific investment opportunities in different strategies or asset classes
• Take ownership of trade execution and relationships with trade operations colleagues
• Create detailed presentations for regular economic updates and meetings with clients and prospects
• Be part of the Investment Committee of the firm

Recognized for our Corporate Culture as well as our Corporate Citizenship, we are a friendly, close team seeking a quick-thinking, self-starter with a passion for the financial markets and helping clients.  Due to the complex nature of clients’ investment objectives and related service needs, the ideal candidate will have knowledge across a broad range of investments and strategies and will be able to respond flexibly and quickly to different reporting and analytical requests. 

Ideal Qualifications:

• BA or BS degree in finance, economics or related quantitative field is preferred

• CFA or CFA candidate is preferred

• 2+ years of investment management experience, with a successful track record of teamwork

• Demonstrated ability to easily master new software programs

• Deep comfort with Excel and strong proficiency with all programs in Microsoft Officeis expected and required

• Extremely organized and accurate, able to determine priorities and multi-task without error

• Experience writing and communicating in a professional capacity, e.g. correspondence, presentation and/or development of industry reports

• Positive personality, unquestionable integrity, and a desire to work in a collaborative environment

• Enthusiastic and positive approach to problem-solving and client service

• Desire to be part of a growing firm with multiple duties and multiple growth opportunities.

Benefits:

• Base salary and corporate bonus program

• Company supported health insurance

• Commuting and flexible health spending benefits

• 401k plan with company contribution and profit sharing

• Great work environment with ongoing professional development, support of CFA certification

• Regular team activities and volunteering commitments

• hybrid work schedule