Description
The Firm: Conifer Bay Capital LLC (ConiferBay.com) is an independent, fee only, boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides advice to wealthy individuals and families about financial planning, investments, and family governance.
The Job: This is a client facing role that includes relationship management and portfolio management. Key investment responsibilities include maintaining the firm’s asset allocation models and researching companies in model portfolios.
This role is designed for an individual who can serve as the primary client contact, develop opportunities, and expand the firm’s asset base.
Candidates should have an interest in working in an entrepreneurial, small firm culture. Also, as the industry is increasingly technology driven, candidates should be adept at utilizing software solutions (Schwab Advisor Center, Black Diamond Wealth Platform) and other investment research or trading software (Koyfin, Briefing.com).
The job offers flexible hours and location, enabling work from a home office with weekly in-person team meetings.
Specific job responsibilities will include, but not be limited to:
- Identify new investment opportunities and lead the due diligence analysis
- Develop new client relationships and grow the firm’s assets under management
- Initiate and allocate portfolio trades within applicable client accounts
- Provide client updates on portfolio performance, current market conditions
- Collaborate with teammates on client servicing / onboarding projects
- Contribute to quarterly newsletters and other material published by the team
Location: Full-time position is based in the Chicago area. This is a fully remote position with frequent in-person meetings.
Requirements
Required Skills / Experience:
- Reside within the greater Chicago metropolitan and suburban area
- Bachelor’s degree with concentration in Finance or Accounting preferred
- CFA, CFP, CPA, and/or technical designation preferred
- 5+ years of relevant experience
- Strong technology skills
- Strong work ethic with high achiever mindset and detail oriented
