What are the responsibilities and job description for the Portfolio Manager (part time) position at Northern Capital Management, Inc.?
Position Description
- Position: Portfolio Manager
- Status: Status: Part time, Monday-Friday, 4-6 hours per day (negotiable), with hours worked in the morning and early afternoon
- Approximate start date: March 2025
- Location: In office 5 days per week (M-F) to start. Upon completion of introductory Training (one month minimum), 1 day per week in office required and 4 days at home.
Company Description
Northern Capital Management, and its affiliate Northern Capital Retirement Services, are independent, fee-based investment management firms. While some RIA firms focus on numbers, we focus on the people who make the numbers happen, and the clients we serve. We are looking for a talented and motivated individual who wants to learn, grow, and be part of an exciting, forward-looking organization. We are well established and known for our openness to new ideas and approaches. We actively encourage our employees to suggest ways to improve our service delivery and operations—and make our family-oriented firm an even better place to work.
Duties and Responsibilities
Portfolio Managers can expect to focus their work in the following areas:
- Portfolio reviews and rebalances
- Buy and sell securities as needed
- Provide advice to clients and communicate with clients as needed
- Collaborate as a member of the Investment Committee
Qualifications and Skills Required
- Degreefrom an accredited college or university
- Series 65 securities license is required for the position. If candidate does not have license, must be willing to obtain before employment commences.
- Proficiency in Windows based software
- Strong analytical and financial skills, detail-oriented with a high degree of accuracy
- Excellent communication and organizational skills
- A client first attitude
- Able to multitask and prioritize a variety of activities
- Team player, collaborative, able to work with and through others but also able to work independently
- Desire/ability to work successfully in a small company environment
- Prior job experience working in the finance industry desired, but not a requirement for the position
- Aptitude and flexibility to grow into additional responsibilities as needed is a must!
Salary and Benefits
- Competitive salary based on industry standards, from $26.50 - $34.00 per hour depending on experience
- Medical, dental, vision benefits at 50%. Long term disability paid by the company.
- Participation in our SIMPLE IRA retirement plan
- Paid Time Off based on tenure, Holiday Days Off based on schedule.
- Financial support upon employer approval for professional accreditation/continuing education and other education/training opportunities
How to Apply
Qualified individuals should send a cover letter and resume to Molly Chase via one of the following methods: Email to invest@northernwelcome.com, fax to (509) 456-2550, or mail to our address at 2700 S. Southeast Blvd., Suite 205, Spokane, WA 99223.
Equal Opportunity Employer
Job Type: Part-time
Pay: $26.50 - $34.00 per hour
Expected hours: 20 – 30 per week
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
License/Certification:
- Series 65 (Required)
Work Location: Hybrid remote in Spokane, WA 99223
Salary : $27 - $34