Job Description

• Work closely with the Top management and investment committee to manage, monitor, and maintain client portfolios. He/she will develop and research new investment ideas for clients, perform continuing due diligence on existing investments, and serve as a member of the Investment Committee.
• Meet with Clients and investment committee to review and manage client portfolios and investment guidelines
• Independently monitor and suggest changes to client portfolios 
• Generate investment guidelines specific to client risk tolerances and goals
• Champion the firm’s portfolio rebalancing software and investment models
• Utilize Morningstar, Value Line, and other research software to screen for new investment ideas and maintain due diligence on existing holdings
• Actively participate as a member of the Investment Committee
• Manage research projects assigned by the Investment Committee and top management
• Complete Special projects as needed

Job Requirement

• Bachelor’s Degree from an accredited college or university with focus in Finance, Economics or related disciplines
• CFA designation and/or 5+ years of portfolio management experience
• 7+ years industry experience
• Proficiency in Microsoft office,  Bloomberg and Eikon
• Experience with High Net Worth and Family Office clients and appropriate investment strategies
• Excellent written and oral communication skills
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
• Exposure but not limited to multi assets class such as Funds (P/E, Hedge, mutual, ETF and etc), global stocks, fixed income and etc.
• Ability to multi‐task and manage time effectively
• Self‐motivated, confident, detail‐oriented, and analytical
• Willingness to take on additional operational responsibilities as needed
• Demonstrated knowledge of various securities markets
• Familiarity with the research program such as Bloomberg and Thomas Reuters Eikon
• Less experienced candidate will be considered as Vice President - External Asset Management and Investments