What are the responsibilities and job description for the Research Analyst / Portfolio Manager position at CooksonPeirce?
CooksonPeirce, a nearly $3 billion registered investment advisor headquartered in downtown Pittsburgh, is looking to expand its investment team by hiring an entrepreneurial and experienced portfolio management team member. In addition to overseeing fixed income for clients, the firm manages several individual equity portfolios based upon a combination of quantitative and fundamental research.
The Research Analyst / Portfolio Manager will assist the Investment Management staff with all duties related to management of CooksonPeirce portfolios. This person will be expected to wear a variety of hats and contribute in multiple ways to the success of the firm. Specific duties include, but are not limited to, the following:
- Investment Research: The Analyst will be responsible for ongoing research in support of CooksonPeirce equity portfolios. This includes company, industry, and sector research, macroeconomic research, acquiring Bloomberg terminal expertise, and other functions that will increase the quality and quantity of research that will feed directly into all equity portfolios across styles and market caps. Depending on the applicant’s expertise, performing quantitative testing of new investment ideas may also be an aspect of the position.
- Portfolio Operations, Trading, and Rebalancing: Under the oversight of the senior portfolio management staff, the Analyst may also be responsible for handling daily and weekly tasks related to the execution of investment portfolios. This includes utilizing the firm’s portfolio accounting software to prepare trades, interacting with custodian trading desks, investing new cash flows, and all other operational duties related to ensuring that client accounts are invested according to stated guidelines.
- Internal Communications: The Analyst will be expected to work with other CooksonPeirce staff to develop a working knowledge of the firm’s various business channels. Over time, this person will provide necessary investment expertise to internal business channels related to the firm’s investment product offerings.
Requirements:
- Bachelor’s Degree
- Minimum five years of relevant investment experience
- Expertise in Microsoft Office, particularly Excel
- Inquisitive spirit, go-getter mentality, love for financial markets
Preferred Qualifications
- CFA Charterholder or Advanced Degree
- Series 7 and/or 65 licenses
- Specific portfolio management or investment research experience
- Quantitative investing knowledge and experience
- Bloomberg knowledge