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Posted : Thursday, August 08, 2024 04:43 AM
*COMPANY*
*Vicus Capital* is an independent investment management firm with over $2 billion in assets under management headquartered in *State College, Pennsylvania*.
As a Registered Investment Advisor (RIA), Vicus Capital 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.
*LOCATION* This position will be operating out of our headquarters in State College, Pennsylvania.
Relocation assistance is not provided.
_This position is not eligible for remote work.
_ *BENEFITS* This career opportunity is a full-time salaried position.
A comprehensive benefit package is provided which includes Health Insurance, Dental & Vision Insurance, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.
*POSITION SUMMARY* The *Portfolio Manager, Managed Solutions *will serve as a member of the Investment Management and Research (IMR) team.
The position requires a passion for investing and detailed knowledge of global financial markets.
This individual should have a keen interest in investment research, portfolio allocation/construction, supporting trade processes, and fund manager due diligence.
The ability to maintain and strengthen relationships with financial advisors while acting as a liaison and product expert is a key component of this position.
*WHAT ARE WE LOOKING FOR?* Candidates for this position should have prior experience in investment allocation, preferably in an RIA setting, with examples of over- and under-weighting of asset classes such as growth/value, large/small cap equity, international/domestic equity, and equity/fixed income.
Investment ideas are generated independently as well as alongside other team members, and all members are encouraged to challenge and defend any investment thesis.
*WHAT ARE YOU LOOKING FOR?* This is an opportunity to apply your skills in manager due diligence and macro research to a variety of investment allocations and products.
Lead a team of individuals dedicated to designing and implementing innovative investment products and portfolios.
Deliver world-class, high-touch service and insight by communicating detailed investment concepts to our network of financial advisors.
*PRINCIPAL DUTIES AND RESPONSIBILITIES* * Allocation research for dynamic and strategic portfolio positions, including asset classes, segments, and sectors.
* Trade order creation and execution * Investment research and due diligence of mutual funds, SMAs, ETFs, etc.
* Lead a subcommittee dedicated to a subset of investment strategies offered by the firm * Work closely with upper management and other members of the investment management and research team to provide world class service to our advisors throughout the country * Act as a liaison and a product expert for our clients (financial advisors) * Communicate investment ideas and concepts at different levels of sophistication * Investment and operational projects as needed *REQUIRED SKILLS AND QUALIFICATIONS* * Bachelor’s degree * Series 65 registration (or successful completion of Series 65 within 90 days of hire) * 7+ years of experience in an investment analyst role with exposure to manager due diligence, portfolio allocation construction, and trading, preferably within an RIA * Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.
) * Experience leading a team * Strong proficiency with Microsoft Excel * Organizational skills and track record of setting and adhering to deadlines * Demonstrates ownership of tasks and projects * Exceptional attention to detail, accuracy, and follow-through * A high degree of professionalism and work ethic * Strong listening and communication skills * Can do attitude and high energy *PREFERRED SKILLS AND QUALIFICATIONS* * 10+ years of experience * Knowledge of some or all of the following a plus: Bloomberg, Morningstar, Fidelity WealthScape, Schwab Advisor Center, iRebal, RedBlack, FactSet, RedTail, Black Diamond Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Schedule: * Monday to Friday Ability to Relocate: * State College, PA 16801: Relocate before starting work (Required) Work Location: In person
As a Registered Investment Advisor (RIA), Vicus Capital 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.
*LOCATION* This position will be operating out of our headquarters in State College, Pennsylvania.
Relocation assistance is not provided.
_This position is not eligible for remote work.
_ *BENEFITS* This career opportunity is a full-time salaried position.
A comprehensive benefit package is provided which includes Health Insurance, Dental & Vision Insurance, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.
*POSITION SUMMARY* The *Portfolio Manager, Managed Solutions *will serve as a member of the Investment Management and Research (IMR) team.
The position requires a passion for investing and detailed knowledge of global financial markets.
This individual should have a keen interest in investment research, portfolio allocation/construction, supporting trade processes, and fund manager due diligence.
The ability to maintain and strengthen relationships with financial advisors while acting as a liaison and product expert is a key component of this position.
*WHAT ARE WE LOOKING FOR?* Candidates for this position should have prior experience in investment allocation, preferably in an RIA setting, with examples of over- and under-weighting of asset classes such as growth/value, large/small cap equity, international/domestic equity, and equity/fixed income.
Investment ideas are generated independently as well as alongside other team members, and all members are encouraged to challenge and defend any investment thesis.
*WHAT ARE YOU LOOKING FOR?* This is an opportunity to apply your skills in manager due diligence and macro research to a variety of investment allocations and products.
Lead a team of individuals dedicated to designing and implementing innovative investment products and portfolios.
Deliver world-class, high-touch service and insight by communicating detailed investment concepts to our network of financial advisors.
*PRINCIPAL DUTIES AND RESPONSIBILITIES* * Allocation research for dynamic and strategic portfolio positions, including asset classes, segments, and sectors.
* Trade order creation and execution * Investment research and due diligence of mutual funds, SMAs, ETFs, etc.
* Lead a subcommittee dedicated to a subset of investment strategies offered by the firm * Work closely with upper management and other members of the investment management and research team to provide world class service to our advisors throughout the country * Act as a liaison and a product expert for our clients (financial advisors) * Communicate investment ideas and concepts at different levels of sophistication * Investment and operational projects as needed *REQUIRED SKILLS AND QUALIFICATIONS* * Bachelor’s degree * Series 65 registration (or successful completion of Series 65 within 90 days of hire) * 7+ years of experience in an investment analyst role with exposure to manager due diligence, portfolio allocation construction, and trading, preferably within an RIA * Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.
) * Experience leading a team * Strong proficiency with Microsoft Excel * Organizational skills and track record of setting and adhering to deadlines * Demonstrates ownership of tasks and projects * Exceptional attention to detail, accuracy, and follow-through * A high degree of professionalism and work ethic * Strong listening and communication skills * Can do attitude and high energy *PREFERRED SKILLS AND QUALIFICATIONS* * 10+ years of experience * Knowledge of some or all of the following a plus: Bloomberg, Morningstar, Fidelity WealthScape, Schwab Advisor Center, iRebal, RedBlack, FactSet, RedTail, Black Diamond Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Schedule: * Monday to Friday Ability to Relocate: * State College, PA 16801: Relocate before starting work (Required) Work Location: In person
• Phone : NA
• Location : 476 Rolling Ridge Drive, State College, PA
• Post ID: 9095211193
