What are the responsibilities and job description for the Investment Portfolio Manager position at Capital Analysts of New England, Inc.?
About Us
Capital Analysts of New England, Inc. is a successful wealth management firm located in Braintree, Massachusetts. We were founded in 1972 and have since become one of the industry's most innovative providers of diverse financial services. Our core values include integrity, enthusiasm, and teamwork, which enable us to deliver exceptional services to our clients.
Job Summary
We are seeking a skilled individual to join our team as a Director of Investments and Financial Planning. This role combines investment analysis with strategic financial planning support, providing a unique opportunity to contribute to our clients' financial success. If you are passionate about the financial industry and thrive in a collaborative environment, this position offers excellent opportunities for professional growth and impact.
Main Responsibilities
- Assist a team of advisors managing over $2 billion in assets under management.
- Provide valuable insights and recommendations to support investment decision-making.
- Offer expert guidance on portfolio allocations, rebalancing, and withdrawal requests.
- Collaborate with advisors on client-specific financial planning strategies.
- Conduct thorough research on securities, market analysis, and investment opportunities.
- Provide administrative support for in-house portfolios, including quarterly rebalancing, reallocations, and fund screening.
- Assist in developing and updating comprehensive financial plans for clients.
- Support internal trading responsibilities.
- Manage relationships with wholesalers and coordinate advisor meetings.
Qualifications
- Certified Financial Planner (CFP) certification or CFP Candidate status.
- 4-8 years of experience in investment analysis and financial planning.
- Strong analytical skills with the ability to interpret financial data.
- Excellent communication and interpersonal skills.
- Detail-oriented with the ability to manage multiple tasks effectively.
- Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.
