August 15, 2008

Lee Financial Corporation Investment Strategy Associate

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.

March 26, 2008

DFW RIMS Internship Opportunities

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.

March 12, 2008

Settlement Associate with Highland Capital in Dallas, TX

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.comE-mail all resumes to mrudolph@hcmlp.com.

Career/Internship Opportunities Website
Policies

    This website lists Career and Internship Opportunities for Baylor University students majoring in Finance, Financial Services & Planning, Real Estate, and Risk Management and Insurance.

    Prospective employers are invited to submit postings listing career and internship opportunities. Employers must agree to the following policies:

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