Career/Internship Opportunities

TITLE: Investment Strategy Associate

REPORT TO:   Investment Team Manager

OBJECTIVE:  Provide concise, detailed, and accurate analysis and research of client portfolios and
 individual investments.

FLSA STATUS: Exempt, full-time

DESCRIPTION OF RESPONSIBILITIES:

·         Work with Investment Strategists on matters related to LFC clients and portfolios

·         Analysis related to client portfolios (asset allocation, performance evaluation, modeling, historical risk/return metrics, expected vs. actual, etc.). Responsible for analysis of individual equity and debt securities in client portfolios

·         Research for individual client investments

·         Prepare custom meeting and/or presentation information for individual client needs

·         Serve as point of contact for client when Investment Strategists are not available

·         Coordinate matters related to clients’ 40 1(k), 529, and annuity accounts. As needed, review and recommend investment changes in these accounts, and work with Investment Strategists to implement changes

·         Assist with coordination of investment documents

·         Work with Client Services/Operations team to troubleshoot and problem-solve portfolio reporting issues

·         Member of Investment Strategy Committee. Generate ideas and propose investment strategies related to the near-term and longer-term outlook of the global financial markets, including proposed allocations for the base portfolios

·         Assist Investment Strategy Team (IST) with research and ongoing analysis of the LFC investments including:

• Presentations for client review on investments
• Ongoing review, analysis, and evaluation of current and prospective investments. Investments include limited partnership interests, mutual funds, separate account managers, equities, bonds and other financial instruments.
• Due diligence on prospective investment managers
• Evaluation of prospective investment managers using established LFC due diligence procedures
• New investment ideas and strategies generation/evaluation/presentation for consideration and determination by IST
• Clear and timely communications relating to all facets of the investments
• Creation of investment presentation for the client meetings on a quarterly basis

·         Completely support executives and the IST Team Leader in achieving the firm’s goals and objectives

SKILLS & QUALIFICATIONS:

• Bachelor’s degree from accredited university
• Master’s degree and/or investment-related experience a plus
• CFA or CFA candidate
• Direct knowledge and experience with mutual funds, separate account managers, individual securities and alterative investment strategies (i.e. real estate, hedge funds, etc.)
• Experienced and proficient in financial modeling with Excel.
• Statistical, research and analytical skills & knowledge
• Technology proficient with extensive knowledge of Microsoft Office, research software (Bloomberg, First Call, Value Line, Morningstar etc.), and Internet capabilities.
• Excellent interpersonal and communication skills for working with clients and team members
• Qualified for state registration (Series 65)

MINIMUM STANDARDS:

• Degree in finance or comparable work experience
• Ability to work independently and within a team environment
• Efficient use of time to prioritize and handle multiple tasks & projects
• Team player with positive attitude
• Commitment to continuing education
• Strong organization skills. Proactive and able to follow through on projects in a timely manner

If you are interested in applying for this position, please send your resume with a cover letter to Julie Toler CFA CFP®, Investment Strategist, at jtoler@leefin.com.  Ms. Toler’s phone number is 972–960–1001.

Posted by baylorfinance@gmail.com at 9:41 AM | Permalink

The Dallas/Fort Worth Chapter of RIMS and the Spencer Education Foundation are pleased to offer students the opportunity to participate in our Student Internship Program this summer.  DFW RIMS members/associates have been awarded the opportunity to host an intern from our internship locally.  They are awarded up to $5,000 to compensate a student through the program.  The internship will last around 10-12 weeks.  This is an excellent chance for students to apply their education, enhance their resume, and possibly receive job offers as a result of the experience.

Intern candidates must possess a GPA of 2.7 or higher. Studies must be in Risk Management, Business Administration, Finance, Actuarial or related fields of study.  Interested students should submit their resume, including a cover letter detailing why they wish to have an intern experience through DFW RIMS.  Resumes will need to be e-mailed to Courtney Sturgeon at csturgeo@ci.mesquite.tx.us.

Posted by baylorfinance@gmail.com at 10:25 AM | Permalink

Description: Highland Capital has an immediate opening for bright, hard-working individuals to join our Settlement team. Highly interactive position reports to Senior Portfolio Accountants in our Fund Operations division. This is a vast opportunity to contribute directly to a rapidly growing, fast moving company. The candidate should expect an evolving position with an average 50 hours per week that requires working with several different levels of the organization.

Responsibilities

         Bank loan trade settlement (Primary and Secondary Markets)

         Data processing of investment activities

         Analysis and preparation of investment reporting

         Maintenance of working files for bank loans

         Reconciliation of position data to trustee and broker records

         Interaction with Wall Street banks and brokers daily

         Interaction with various divisions of the firm to obtain, process, and decipher information

Qualifications:

         1 year of experience in the financial or accounting field or recent graduate with solid internships

         BA/BS in Finance, Accounting, or other business-related field from a top tier school

         Experience dealing with financial-related data

         Working knowledge of general Finance and Accounting functions

         Advanced MS Office skills

         Detail and task-oriented with a strong work ethic

         Excellent communication and organizational skills

         No travel required

For more information, contact Carolyn Baxley at cbaxley@hcmlp.com.  E-mail all resumes to mrudolph@hcmlp.com.

Posted by baylorfinance@gmail.com at 3:44 PM | Permalink