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Investment Management Portfolio Analyst

Company: Vicus Capital
Location: Philadelphia
Posted on: December 6, 2017

Job Description:

Job DescriptionCOMPANYVicus Capital is an independent investment management firm with over $1.3 billion in assets under management headquartered in State College, Pennsylvania. The firm works together with advisors throughout the country to provide clients with elite service and cutting edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership in their work; we don’t believe in micro-management. Evolving opportunities and advancement are forever encouraged.POSITION SUMMARYTHIS POSITION IS LOCATED IN STATE COLLEGE, PA. The Investment Management Portfolio Analyst will report to the Chief Investment Officer and serve as a member of the Investment Management and Research (IMR) team. The position requires a passion for investing and solid knowledge of global financial markets. This individual should have a keen interest in supporting trade processes for managed platforms, data management, client reporting, and portfolio management functions.PRINCIPAL DUTIES AND RESPONSIBILITIES

  • Trade order creation and execution
  • Investment research and due diligence of mutual funds, stocks, bonds & ETFs
  • Client reporting support
  • Investment and operational projects as needed
  • Member of the investment management and research team committee
  • Identify workflow/system improvements and work to enact changes
  • Maintain good working relationships with custodians and other providers of services to Vicus Capital
  • Work closely with the CIO and other members of the investment management and research team to provide world class service to our advisors throughout the countrySKILLS AND QUALIFICATIONS
    • THIS POSITION IS LOCATED IN STATE COLLEGE, PA
    • Bachelor’s degree and series 65 registration
    • 1-2 years of experience in a trading/ due diligence /operational role for a financial services firm
    • Knowledge of Bloomberg, Morningstar, Fidelity Wealth Scape, and/or iRebal a plus
    • Strong proficiency with Microsoft Excel
    • Attention to detail and an ability to multi-task
    • A high degree of professionalism and work ethicBENEFITSThis career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.Interested candidates should submit a resume and cover letter outlining their interest in the position, working for Vicus Capital and living in or near State College, PA. No relocation assistance will be provided. Must be legally authorized to work in the United States.

      Keywords: Vicus Capital, Philadelphia, Investment Management Portfolio Analyst, Professions, Philadelphia, Pennsylvania

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