Description

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 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 clients' 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.

Requirements

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