Research Analyst / Portfolio Manager

CooksonPeirce

Pittsburgh (Allegheny County)

On-site

USD 80,000 - 100,000

Full time

14 days+

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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

Direct message the job poster from CooksonPeirce

CooksonPeirce, a nearly $3 billion registered investment advisor headquartered in downtown Pittsburgh, is looking to expand its investment team by hiring an entrepreneurial and experienced portfolio management team member. In addition to overseeing fixed income for clients, the firm manages several individual equity portfolios based upon a combination of quantitative and fundamental research.

The Research Analyst / Portfolio Manager will assist the Investment Management staff with all duties related to management of CooksonPeirce portfolios. This person will be expected to wear a variety of hats and contribute in multiple ways to the success of the firm. Specific duties include, but are not limited to, the following:

Investment Research: The Analyst will be responsible for ongoing research in support of CooksonPeirce equity portfolios. This includes company, industry, and sector research, macroeconomic research, acquiring Bloomberg terminal expertise, and other functions that will increase the quality and quantity of research that will feed directly into all equity portfolios across styles and market caps. Depending on the applicant’s expertise, performing quantitative testing of new investment ideas may also be an aspect of the position.
Portfolio Operations, Trading, and Rebalancing: Under the oversight of the senior portfolio management staff, the Analyst may also be responsible for handling daily and weekly tasks related to the execution of investment portfolios. This includes utilizing the firm’s portfolio accounting software to prepare trades, interacting with custodian trading desks, investing new cash flows, and all other operational duties related to ensuring that client accounts are invested according to stated guidelines.
Internal Communications: The Analyst will be expected to work with other CooksonPeirce staff to develop a working knowledge of the firm’s various business channels. Over time, this person will provide necessary investment expertise to internal business channels related to the firm’s investment product offerings.

Requirements: