Portfolio Manager & Equity Research Analyst

CooksonPeirce; Pittsburgh (Allegheny County); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading investment advisory firm is searching for a Research Analyst / Portfolio Manager in Pittsburgh. The role requires overseeing research for equity portfolios and managing operational tasks for investment portfolios. Candidates should have a Bachelor’s degree, a minimum of five years in investment, and an inquisitive spirit. Preferred qualifications include CFA, Series 7 or 65 licenses, and quantitative investing knowledge. The firm offers a full-time position with opportunities for growth.

Qualifications

• Minimum five years of relevant investment experience.
• Inquisitive spirit and go-getter mentality in financial markets.
• Desired expertise in quantitative investing.

Responsibilities

• Conduct ongoing research for equity portfolios.
• Handle daily tasks related to investment portfolio execution.
• Work with internal staff to develop knowledge of business channels.

Skills

Investment research

Portfolio operations

Communication

Excel proficiency

Quantitative testing

Bloomberg expertise

Education

Bachelor’s Degree

CFA Charterholder or Advanced Degree

Tools

Microsoft Office

Portfolio accounting software

Job description

A leading investment advisory firm is searching for a Research Analyst / Portfolio Manager in Pittsburgh. The role requires overseeing research for equity portfolios and managing operational tasks for investment portfolios. Candidates should have a Bachelor’s degree, a minimum of five years in investment, and an inquisitive spirit. Preferred qualifications include CFA, Series 7 or 65 licenses, and quantitative investing knowledge. The firm offers a full-time position with opportunities for growth.