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CFA/CIMA Research Analyst
Job Opportunity at
Turning Point Inc.
Posted on Dec 7
WHY IS THIS A GREAT OPPORTUNITY?
We have been retained to identify and hire a skilled
for a quality boutique Tampa wealth management firm. He/she will work with an established investment professional with 30 plus years of experience who leads a successful and growing practice serving high net worth clients with a specialty focus on
retirees and business owners.
This firm offers a significant career growth opportunity coupled with a competitive salary as well as excellent incentives and benefits.
For the right person, this could potentially be a succession and/or ownership opportunity.
Due diligence on all investment positions
Updating all model portfolios as required by market conditions and performance
Research and investigation of new technology for client asset allocation and rebalancing
Periodic client portfolio reviews to address variations in asset allocation vs. appropriate models
Portfolio evaluation to insure portfolio distributions are implemented correctly and appropriate levels of cash are maintained in all client accounts
Active participation in the firm’s investment committee
Develop and effectively implement systems and tools that will increase the efficiency and accuracy of the investment process
Previous successful experience in investment research with a broker dealer, RIA, wire house, trust department or family office
CFA (preferred) or CIMA designation or is actively currently working toward its attainment
FINRA Series 7, 65 or 66 licenses (optional but preferred)
Strong understanding of equity, bond and alternative investment markets
Bachelor’s degree, preferably in Business, Finance, or Financial Planning
Local candidates are preferred.
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