Job Description
Company Vicus Capital is an independent investment management firm with over $2.5 billion in assets under management headquartered in
State College, Pennsylvania . As a Registered Investment Advisor (RIA), Vicus Capital partners with wealth managers across the country providing end-clients with elite service and cutting-edge advisory platforms. Our hardworking and dedicated staff believes in our vision of a family environment and team approach to conducting business. Each employee is relied upon to serve key roles in cultivating innovation and moving our firm forward. We’re growing quickly and looking for intelligent, forward-thinking professionals to join our world-class team.
LOCATION State College, Pennsylvania. [not a remote position]
Relocation assistance is not provided.
Position Summary The Investment Research Analyst will serve as a member of the Investment Management and Research (IMR) team. The position requires a passion for investing and solid knowledge of global financial markets. This individual should have a keen interest in investment research, including asset allocation research and manager due diligence, portfolio allocation/construction, supporting trade processes, data management, and other portfolio management functions.
Principal Duties And Responsibilities - Allocation research for dynamic and strategic portfolio positions, including asset classes, segments, and sectors.
- Investment research and due diligence of mutual funds and ETFs
- Trade order creation and execution
- Work closely with upper management and other members of the investment management and research team to provide world class service to our advisors throughout the country
- Act as a liaison and a product expert for our clients (financial advisors)
- Assist the IMR team with portfolio construction and asset allocation
- Client reporting support and data entry
- Investment and operational projects as needed
- Identify workflow/system improvements and work to enact changes
Required Skills And Qualifications - Bachelor’s degree
- Series 65 registration (or successful completion of Series 65 within 90 days of hire)
- Student of the Financial Services Industry and Capital Markets
- Attention to detail and strong organization skills
- Strong proficiency with Microsoft Excel (Knowledge of VBA preferred, but not required)
- Demonstrates ownership of tasks and projects
- A high degree of professionalism and work ethic
- Ability to convey complex ideas in simple ways via written and oral communication
- Can do attitude and high energy
Preferred Skills And Qualifications - 3-5 years of experience in an investment analyst role with exposure to asset allocation research, manager due diligence, portfolio allocation construction, and trade order execution, preferably within an RIA
- Knowledge of some, or all, of the following: Bloomberg, Morningstar, BCA Research, Fidelity WealthScape, iRebal, RedBlack, FactSet, RedTail, Black Diamond
- Pursuing CFA designation
- Experience researching and selecting managers in the private alternatives space
Benefits This career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.
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Job Tags
Full time, Temporary work, Relocation package,