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JCW Group · White Plains, New York
CFA designation (required).
5+ years of investment management or portfolio management experience within wealth management.
Direct experience with asset allocation, portfolio construction, and investment research.
Experience conducting due diligence on investment funds, external managers, and/or alternative investments.
Experience working within an RIA, multi-family office, or private wealth management firm.
Familiarity with investment research and portfolio management platforms such as Bloomberg, FactSet, Morningstar Direct, or Tamarac.
Exposure to private equity and other alternative investment strategies.
Please note:
This is an investment management position, not a financial advisory or client relationship management role. Candidates should have hands-on experience with asset allocation and fund/manager selection, rather than exclusively individual stock picking.
The position is full-time, onsite five days per week in White Plains, NY, with a base salary of $150,000–$200,000.
If you're interested and meet the above qualifications, please email Sean at sean.salamon@jcwgroup.com, attaching your resume. Thanks!
Details
| Company | JCW Group |
| Location | White Plains, New York |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $1,50,000 – $1,50,000 / yr |