Associate Portfolio Manager (various locations to be considered within footprint)

Responsibilities

• Support the firm's Investment Policy Committee (IPC)
• Conduct research into mutual funds, exchange-traded funds, fixed-income securities and individual stocks
• Build and maintain financial models in Excel
• Track investment statistics
• Manage data
• Portfolio analysis
• RFP and general presentation preparation
• Ad hoc projects
• Learn the trading systems and process at Nottingham
• Understand and support the firm's proprietary trading process
• Perform ad hoc fundamental research to assist in the development of new portfolio themes and strategies
• Understand macroeconomic trends and asset class valuation (equity, fixed income, alternatives)
• Conduct exchange-traded fund due diligence through the use of research software including Bloomberg Professional and Morningstar Direct, as well as direct interaction with ETF providers
• Utilize the firm's portfolio management system (PMS), Orion, to fulfill client reporting requirements
• Create and update "deal books" on various investment strategies for use with client prospects
• Support the production of the firm's regular (weekly, monthly, quarterly) research publications
• Perform other related duties as required

Qualifications

• Bachelor’s degree required (preferably in Finance, Economics or Accounting) with strong academic track record
• Knowledge of the financial or brokerage industry a plus
• Minimum of 5 years in an administrative or accounting position
• Strong verbal and written communication skills
• Excellent analytical and quantitative skills
• Proficiency in spreadsheet modeling, graphing, and presentations
• Familiarity with the Bloomberg Terminal

Skills

• Strong verbal and written communication skills
• Excellent analytical and quantitative skills
• Proficiency in spreadsheet modeling, graphing, and presentations
• Familiarity with the Bloomberg Terminal
• Desire to pursue the CFA Charter

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase.

Benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

Job Information: Minimum USD $62,400.00/Yr. Maximum USD $88,000.00/Yr.