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APPLY NOW! Analyst and Assistant Trader at Edgemoor Investment Advisors

Business Overview (www.Edgemoorinv.com):

Founded
in 1999, Edgemoor Investment Advisors, Inc. is a wealth management firm with
over $1 billion in assets under management (as of 01/31/2020) providing
investment management and financial planning services to individuals, families,
trusts, retirement plans, non-profit organizations, and foundations. Located in
Bethesda, MD, the firm focuses on long-term capital appreciation, preservation
of capital, and income through disciplined management of value-oriented equity
and income-generating portfolios.

Position:       Analyst and
Assistant Trader

Contact:       
Careers@Edgemoorinv.com

Position
Summary:

The
Analyst and Assistant Trader will support Portfolio Managers with trading,
investment research, portfolio management, financial planning, and client
communication. Career path includes advancement to primary trader and/or
portfolio/relationship management position.

Duties:

  • Execute trades in client accounts
  • Research new and existing investment opportunities for the investment committee
  • Assist in management of client portfolios by:
    • Selecting securities to sell to raise cash for client use
    • Investing cash balances in recommended equity and income securities
    • Rebalancing portfolios for specific situations
    • Create and modify financial plans for clients
    • Answer client questions and assist with client service issues
    • Provide support for business development activities
    • Help onboard new clients
    • Complete special projects and research as needed

Required
Skills and Experience:

  • 2+ years of work experience in financial services preferred, but not required
  • Bachelor’s degree required
  • CFA or CFP designation or desire to attain either designation
  • Demonstrated quantitative skills and attention to detail
  • Written and verbal communication skills

Compensation:
Competitive
and commensurate with experience and qualifications

Position:       Wealth Advisor

Contact:       
Careers@Edgemoorinv.com

Position
Summary:

The
Wealth Advisor will establish new client relationships and provide investment
advisory and financial planning services.

Duties:

  • Source new client relationships
  • Manage client relationships (sourced by Wealth Advisor and others) by:
    • Determining investment objectives and target asset allocation
    • Managing clients’ investment portfolios in coordination with other Edgemoor team members
    • Providing financial planning services in coordination with other team members
    • Communicating regularly with clients
    • Conducting regular client review meetings and ensuring that we are helping our clients achieve their financial goals
    • Serve as member of the investment selection committee and contribute investment ideas

Required
Skills and Experience:

  • 5+ years of work experience in wealth management or financial services preferred, but not required
  • Bachelor’s degree required
  • CFA or CFP designation or desire to attain either designation
  • Excellent interpersonal, organizational, and time management skills
  • Demonstrated motivation and ability to develop business independently
  • Genuine interest in serving and caring for other people
  • Proven network of contacts in community
  • Ability to work in a team environment and collaborate with others effectively
  • Excellent written and verbal communication skills
  • Demonstrated quantitative skills and attention to detail
  • Comfort with disciplined, long-term investment management strategy
  • Experience with portfolio management and financial planning systems

Compensation:
Competitive
and commensurate with experience and qualifications