What are the responsibilities and job description for the Research / Portfolio Analyst position at The Miura Group?
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Our central Austin wealth management firm is looking to add to its research/ portfolio analyst team. We have a deeply integrated planning approach that incorporates asset management, retirement income distribution, estate and insurance planning. We have been entrusted with more than $1 Billion of assets under management.
Our firm is growing its 30 year old team of great people and is strongly focused on giving back to the community in which we live and work.
Research Analyst/ Portfolio Trading
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Research Analyst/ Portfolio Trading
- Working with other members of our investment team, our institutional investment partners, and in-house resources to construct and manage investment portfolios. The bulk of our assets are Advisory portfolios designed with ETFs, indices and Alternative Investments where warranted. Many of our brokerage accounts will utilize actively managed funds.
- Portfolio trading duties (initial implementation and ongoing rebalancing and oversight on new investment dollars and distributions as needed) and working collaboratively with our investment operations team and Lead Advisors. Portfolio trading will include both brokerage and Advisory accounts
- Provide information and make recommendation on investment managers, advisory service products, investment selection, suitability guidelines and reporting decisions.
- Be able to work with outside vendors to review our portfolio construction methods and vet additional investment solutions
- Provides market insight to help guide our investment decisions
Minimum of 4 years industry experience and advanced certifications or education preferred (CFA candidate, CFA, CFP). Series 7 required.
Salary : $75,000 - $110,000