2018-12-07

CFA/CIMA Research Analyst
Job Opportunity at Turning Point Inc.

Posted on Dec 7

http://www.tpisearch.com    813-475-5525

Location: Tampa, FL
Job Type: Full Time
Job ID: W4174734

WHY IS THIS A GREAT OPPORTUNITY?
We have been retained to identify and hire a skilled Research Analyst 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.

KEY DELIVERABLES
  • 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
PREFERRED KNOWLEDGE/QUALIFICATIONS
  • 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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