Investment Strategist & Research Manager (San Jose)

  • Address:San Jose, CA 95110 (map)
  • Date Posted:08/31/16
  • Job Type:Full-time
  • Description:
  • Wade Financial Advisory ( is seeking an Investment Strategist & Research Manager for our fee-only financial planning and investment advisory firm in Campbell, CA. You have a CFA®, CIMC® or CIMA® designation. Additionally, having your CFP on top of one of these designations is a plus. We are seeking an individual with a minimum of 5 years of experience.We are willing to relocate the right candidate!Responsibilities Include, but are not limited to:• Design, implement and administer investment management systems and process• Research and due diligence of securities, fund managers, fund companies and allocation models• Tamarac Power User –use rebalancing and portfolio accounting software• Tracking and reporting of performance• Lead all investment committee meetings• Guide team in establishing investment policies consistent with standards and regulations• Manage investment operations• Liaise with staff and advisors• Client correspondence – market views/quarterly newslettersBenefits:• Competitive salary (staring salary of $95,000 to $130,000 per year, based on experience) and a full benefit package including incentive compensation of up to 20% of your salary, a healthcare allowance, life/disability insurance and a 401(k) with matching contributions• Certain relocation expenses (to be discussed in more detail when offer letter is presented);• Equity ownership may be available for successful candidate;• Mentorship and learning opportunities;• Great working environment with professional growth opportunities.Required Qualifications• a CFA®, CIMC® or CIMA® designation Bachelor’s degree required in business administration, finance, accounting or related field• Five years of experience minimum• Familiarization with financial concepts, investment products, portfolio analysis, goal setting and cash flow.• Aspirations for a long-term career path• Knowledge of the securities industry, financial planning and investment management;• Strong verbal and written communication skills;• Strong persuasive and interpersonal skills;• Ability to identify, meet, and follow through with client’s needs and requirements;• Must be a self-starter and a problem solver;• Must interact effectively with office staff and be a goal-oriented team player;• Strong attention to detail;• Must demonstrate excellence in organizational and time management skills;• Able to perform multiple tasks efficiently and accurately;• Able to meet deadlines and deal with the uncertainty of market fluctuations;• Exceptional phone and client service skills, positive and upbeat attitude at all times;• Ability to take initiative, no matter how big or small the task.Qualified candidates will have a 30 – 60 minute phone interview conducted by our consultant, The Strategic Implementer ( who is the hiring manager for this position).
Ad ID: 45820821
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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