Rabu, 24 April 2013

[Job Listing in USA and Around The World] This position has been filled: Investment Strategist, Chamberlain Group - Irvine, CA

Job Listing in USA and Around The World has posted a new item, 'This position
has been filled: Investment Strategist, Chamberlain Group - Irvine, CA'


This position has been filledChamberlain Group is an independent financial
services organization that provides customized investment, insurance, and estate
planning strategies to individuals, families and corporations who wish to
preserve and grow assets for generations. For over 35 years, we have been a
market leader as an open architecture, fee based investment advisory firm
helping our clients build and protect net worth. We place a high value on the
enduring nature of our client relationships, the quality of our products and
services, and the continuity and integrity of our people. We are currently
seeking an Investment Strategist who is experienced and comfortable working
within a team environment. This position will be responsible for assisting the
firm in:
Research and Due Diligence Perform ongoing due diligence on existing money
managers and help identify and research new potential managers. Research
traditional long managers, mutual funds, alternative investment strategies and
provide recommendations for investment clients.
Portfolio Design Develop clients Investment Policy Statement and design an
investment portfolio that incorporates the firms outlook and current
fundamentals.
Presentations Create presentations for client meetings and industry events.
Maintain marketing and presentation directory to ensure they have the current
market and company data.
Client Communication Maintain existing client relationships by answering
client questions in regards to their portfolio and the market in general. Create
client letters for reports and briefings. Conduct annual reviews with select
clients and assist with tax loss selling letters and service orders for annual
tax planning. Create and distribute money manager and market commentary.
Qualifications:


BA/BS degree in Business, Finance minimum. Masters degree or CFA preferred



Working knowledge of Microsoft Office required; Experience with Advent Axys a
plus


Excellent communication, presentation and problem solving skills


Superior skills in organization, time management, prioritization, research and
self-motivation


An understanding of investment management and overall securities market is
essential


Must be a team player with a positive attitude



To apply: Send resume to Stephanie Vail, svail@cgwealth.com


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