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Are you a seasoned Investment Professional looking to make a change? Are you recent graduate looking to break into the industry? We're here to help!
CFA Society of Memphis offers a free job posting service (see current openings below) and access to CFAI's Jobline (for members only).
Employers - Please forward your job openings to Brett Lofton and we will post them to our website. Additionally, we will email a notice of your posting to our database of over 100 regional investment professionals. Jobs will be listed on our site for approximately 90 days, or until you notify us that the job has been filled.
Email Job Listings to: CFAsociety@gmail.com
Job Seekers - Please review the current job openings below.
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Office Manager/Administrative Assistant |
POSTED: August 12 | | |
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Job Summary |
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Firm: Centennial Partners, LLC
Location: International Place II
6410 Poplar Avenue, Suite 650
Memphis, TN 38119 | |
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Essential Duties and Responsibilities |
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· Perform sensitive and confidential administrative duties (including firm website management & coordinating client communications)
· Arrange travel and organize meetings and appointments
· Responsible for records management
· Coordinate incoming and outgoing mail, collect and distribute parcels, record appointments on office calendar, and perform routine bookkeeping and word processing
· Answer and route calls utilizing a multi-line telephone system, greet visitors, handle inquiries from the public, and provide information related to the company
· Organize office maintenance and repair work |
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Skills & Qualifications |
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· Bachelor's degree is preferred
· Investment experience is preferred
· Must be highly organized and comfortable working independently and within a team environment
· Attention to detail is important with ability to multitask and meet stated deadlines
· Strong writing, communication, and project management skills
· Strong proficiency in MS Power Point, Excel, and Word | |
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Employer Information |
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Centennial Partners is a privately owned hedge fund of funds firm based in Memphis, TN. Our clients include individuals, families, family offices, foundations, endowments, and retirement plans. Centennial Partners offers a comprehensive compensation package that includes bonus eligibility as well as health insurance and other benefits.
Applicants should email pertinent information to info@centennialfunds.com and place the phrase JOB OPENING in the subject line
NO PHONE CALLS PLEASE |
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Business Development/Investment Portfolio Manager |
POSTED: Jun 29 | | |
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Job Summary |
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Firm: Delta Asset Management
Serving Greater Memphis and surrounding regions, Delta Asset Management, a registered investment advisor, seeks to add an investment portfolio manager to identify and build new business relationships. The individual will be expected to build a book of business by meeting with individuals and entities that may need wealth management services or have the potential to refer prospects. This critical, high-level position will require an exceptional professional with a strong investment background to bring new clients to the firm, and maintain relations with new and existing clients. Responsibilities will include servicing and communicating with new and existing clients about the investment process as well as providing wealth management advice. | |
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Responsibilities |
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· Develop and manage an investment book of business using a comprehensive wealth management approach to high net worth clients.
· Represent the firm and its capabilities in the high net worth area in centers of influence locally and regionally.
· Join or participate in entities and activities to assist in representing the organization’s capabilities.
· Build strong contacts in the communities/regions that candidate will represent.
· Demonstrate dynamic leadership traits in a financial services environment. |
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Qualifications |
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· Minimum of 5 years experience working in and knowledge of institutional and private wealth investment channels.
· CFP designation (or commitment to pursue within the first 12 months)
· Proven track record of success in a financial services firm with increasing levels of responsibility and a solid understanding of the investment management process.
· Capacity to discuss portfolio investments and the firm’s market views.
· Ability to efficiently and effectively engage the firm’s resources to build the firm’s asset base. |
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Characteristics |
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· Leadership skills and ability to establish credibility and be decisive, but able to recognize and support the firm’s preferences and priorities.
· Strong sales personality, to complement the investment expertise, and experience in solution based selling skills (candidate will be required to submit to profile screening before formal job offer).
· History of sound financial industry experiences including wealth management/ investment advice and portfolio management.
· Ability to adapt quickly to rapidly changing market environments.
· Willingness to travel regionally.
· Well-developed interpersonal skills: professional, mature, flexible
· Preference given to local candidates | |
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Compensation |
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· Base pay will be commensurate with experience plus,
· Incentive compensation based on a combination of a percentage of investment fees generated by sales, a percentage of net revenue associated with the book, and a subjective component based on management discretion. | |
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Fixed Income Portfolio Analyst |
POSTED: Jun 17 | | |
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Job Summary |
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Firm: Diversified Trust
Location: Crescent Center,
6075 Poplar Avenue, Suite 900,
Memphis, TN 38119
To provide credit analysis and to assist in the portfolio management of municipal bond portfolios and taxable fixed income strategies. Also responsible for generating analysis and research of fixed income portfolios in support of new business opportunities, client service needs and overall company due diligence activities. | |
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Essential Duties and Responsibilities |
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· Credit analysis of primary and secondary market municipal bonds
· Analysis of prospective and existing client portfolios
· Administration of portfolio and market statistics
· Maintenance of credit and security databases
· Review and surveillance of security holdings
· Preparation of investment recommendations for purchase and sale of bonds
· Distribution of routine and on demand information to client services personnel and senior management
· Coordination of research projects on topical issues for investment management team |
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Skills & Qualifications |
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· Minimum of 3 years of fixed income credit research or related experience preferably including municipal market credit research
· Fixed income trading experience is desirable
· Must be highly organized and comfortable working both independently and within a team environment
· Attention to detail is important with ability to multitask and meet stated deadlines
· Strong analytical, writing, communication and project management skills
· CFA (or progress toward charter) is preferred
· Proficient in MS Excel, Access, Power Point, TM3, Bloomberg | |
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Employer Information |
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Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $3 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Memphis and Nashville.
Diversified Trust offers a collegial work environment along with a comprehensive compensation package that includes bonus eligibility for all employees and excellent benefits. Applicants should forward pertinent information via email to: HR@diversifiedtrust.com |
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Investor Relations Professional |
POSTED: Jun 10 | | |
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Description |
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Firm: Gerber/Taylor
Location: Memphis, TN
Gerber/Taylor is seeking an Investor Relations professional whose primary responsibility will be to provide a high level of client service to our investors. This person will coordinate the production of investor communications and marketing materials, respond to client inquiries and provide assistance to senior staff.
The successful candidate should be excited about representing Gerber/Taylor and being a “go to” resource for our investors. They should be comfortable speaking with investors with varying levels of experience and sophistication. This individual should be a team player, coordinating and communicating frequently with other areas of the firm. They should be reliable, detail oriented, and able to manage their time efficiently across many different projects and time sensitive requests. Depending on experience and skills, they will have the potential to grow responsibilities quickly. Travel is not expected. | |
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Qualifications |
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Bachelors degree required. MBA/CFA a plus.
Three plus years experience in the financial services field, preferably in a role involving client contact.
Knowledge of alternative investments a plus.
Aptitude for technology and proficiency with Excel, Powerpoint and other Microsoft applications (generating reports, presentations, "cleaning" and manipulating data, etc.)
Experience with portfolio management software a plus.
Attention to detail.
Ability to multi-task and manage changing priorities.
Strong initiative and organizational skills. |
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Desirable Traits |
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Self-motivated individual with strong communication skills and a customer service mindset.
Team-oriented nature.
Inspires confidence in others through the quality and detail of his/her work, personal demeanor and integrity.
Demonstrates good judgment on when to involve other people, not afraid to admit that they don’t know something. | |
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Employer Information |
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About Gerber/Taylor
Gerber/Taylor Management is a fund of funds investment manager with a specialty in alternative investments. Founded in 1990, the firm is independently owned and is based in Memphis, TN.
Candidates interested in the position should submit their resume to ir@gerbertaylor.com. |
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Senior Alternative Investment Officer POSTED: Dec 18
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Description |
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Our client is an outstanding organization with over $18 billion under management. Due to expansion, they are looking for a multi-talented, self-starter to manage portfolio risk and selection in the alternative investment area.
Duties and Responsibilities:
· Perform quantitative and qualitative due diligence
· Oversee and track asset allocations in various alternative investment products
· Manage portfolio risks
· Liaison with alternative managers
· Report directly to the Director of Alternative Investments
Background Requirements:
· MUST HAVE 3 years of asset management experience with alternative products
· Understanding of risk modeling
· Strong analytical skills
· BS/BA required
· CFA, CAIA and MBA a big plus
Location: Southeast US
Keywords: Real Estate Investments, Chartered Financial Analyst, Chartered Alternative Investment Analyst, Asset Management, Due Diligence, REIT, Private Equity, Hedge Fund, Fund of Funds, CTA, Commodity Trading Advisor, Venture Capital, Commodities, Manager Selection
If you feel you are qualified for this position, please send your resume in Word format to gloria@wgpeople.com and reference the title “Senior Alternative Investment Officer”. Also, please feel free to forward this to an industry contact and visit our website at www.wgpeople.com for additional openings. |
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Junior Portfolio Manager |
POSTED: Apr 02 | |
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Salary: |
Competitive Salary, Benefits Package, and Incentive Plan |
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Location: |
Fayetteville, Arkansas |
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Employer: |
Longer Investments Inc. |
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Type: |
Full Time |
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Certifications: |
Passed CFA Level II,Passed CFA Level III (Charter Pending),CFA Charter Holder |
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Category: |
Portfolio Manager |
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Required Education: |
Bachelors |
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Description |
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This position reports to and supports the President/CEO in all investment-related functions, including portfolio management, investment research, portfolio performance measurement, compliance monitoring, communications (oral and written), utilization of technology, business development, and business strategy and direction.
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NOTES: |
Compensation will be based on experience. Additional compensation includes performance incentives and a 401(k) plan, effective after one year of employment. | | |
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Requirements |
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Successful candidates will hold the Chartered Financial Analyst designation or will be CFA III candidates, with a four-year degree in finance or accounting. Experience requirements include three years in the investment industry. | |
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Employer Information |
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About Longer Investments Inc.
Longer Investments Inc. is an ethical, growing investment advisory firm located in the economically strong northwest region of Arkansas. |
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