Portfolio Manager/Research Analyst

About the Job:

1620 Investment Advisors, a growing independent Registered Investment Advisor based in Plymouth, MA, with over $230 million in AUM, is seeking a Portfolio Manager or Analyst to join their investment team. Our small team has a passion for delivering institutional quality investment management and financial planning services to our client base of individuals/families, small business owners, and non-profits. We pride ourselves on our collaborative approach, our exceptional client service, and our focus on fostering long-term client relationships. Our employees are incentivized to focus on the long-term, in both investing and client service, and equity opportunities our available for tenured members of the team. The target base salary range for this role is $100,000 to $200,000 based on experience and qualifications. Preferred candidates will have at least 5 years of direct investment management experience and be a CFA charter holder/candidate or have a relevant advanced degree. Experience analyzing companies is expected, preferably in the healthcare sector.

Responsibilities:

• Work within a system based on quantitative screening tools, risk control, and fundamental overlay analysis
• Manage multi-asset client portfolios to their unique risk/return parameters. Exceptional client service and communication are paramount.
• Develop and execute strategic and tactical portfolio plans to meet client long-term objectives
• Assist in business development initiatives. Strong communication skills and ability to speak in front of small groups is desired.
• Contribute to the research process with a focus on primary assigned sectors/industries
• Maintain competency across multiple asset classes (fixed income, alternative strategies) with an understanding of how various market forces and risk factors affect portfolio construction
• May participate in periodic analysis of mutual funds, or exchange traded funds (ETFs) to supplement portfolio construction
• Working knowledge of the fixed income markets and the role they play in portfolios

Qualifications:

• Bachelor’s degree in business, finance or related field. Master’s degree, CFA/CFP designation, or existing progress towards a CFA/CFP designation is preferred
• 5 years of experience in investment research and client portfolio management
• Strong knowledge of global markets, economics, and portfolio construction
• Excellent written and verbal communication skills
• Ability to work in a team environment and work within a structured investment process is key

Benefits:

• Payment towards medical insurance, dental insurance
• SIMPLE-IRA and company match
• Professional education budget (professional designations, certifications, course work, etc.)

Job Type: Full-time

Pay: $100,000.00 - $200,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Parental leave
• Retirement plan

Supplemental Pay:

• Bonus pay

Education:

• Bachelor's (Required)

Work Location: In person

Salary : $100,000 - $200,000