Chief Investment Officer – PT

Client Confidential

Posted 2 months ago

Position Summary

Small Investment Advisory firm with approximately $350M in assets looking for experienced asset manager to manage the following:


  • Portfolio Creation with a defined process written process for the following types of portfolios
    • Active
    • Passive
    • Combo
    • SMA
    • Individual Stock Portfolio
    • Individual Bond Portfolio
  • Monthly Portfolio Monitoring
    • Review above and make changes
  • Communications
    • Quarterly Portfolio Updates
    • Market Volatility/event driven communication as needed
  • Tax Loss Harvesting
    • In November/December Project Capital Gains compared to realized, if sold
    • When losses are available look for similar funds, rebalance in January to avoid wash
  • Sales Tools updates monthly/quarterly (current tool will be template)
    • Create Sales and update tool
    • Updated Models
    • Historical charts
    • MPI Upside Downside
  • Pricing of Investment
    • Annually reevaluate pricing options – Blended and Flat based and industry averages
  • Meeting
    • May have to meet with prospects or clients
  • The position does not include active trading for client’s monies


  • CFA
  • At least 5 years of asset management experience
  • Strong writing capabilities


  • The hours vary and will be more substantial at the end of each quarter/November/December than monthly.
  • Remote

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