To post a job ad, Click here.

Sunday, April 27, 2008

Research Director/Portfolio Manager (Bloomfield Hills, MI)

Flexible Plan Investments, Ltd. is a 50-person investment advisory firm founded in 1981 managing individual and qualified plan accounts as well as sub-advising five '40 Act mutual funds. Located in Bloomfield Hills, MI.

Research Director/Portfolio Manager

Research Duties

Conduct original fundamental and technical stock, bond and alternative market research. Supervise two other researchers and interface with trading and programming departments. Monitor and verify data sources for accuracy of quantitative financial information. Maintain performance software and spreadsheets. Run numerous reports in a timely manner to assist in investment decisions. Assist in the development and time series research of investment strategies. Participate in the daily trading process.

401(k) Co-Fiduciary Service Duties

Assist in compiling and/or amending Investment Policy Statements. Prepare and present a selection of appropriate investment choices for Participant accounts. Review investment options as they relate to the criteria in the Investment Policy Statement. Maintain webpage of investment portfolios. Support clients by answering questions concerning the plan’s investment options.

Portfolio Management Duties

Create fundamental screens for selection of numerous stock baskets. Liaison with trading partners at five sub-advised mutual funds. Daily calculation of derivative portfolio hedges. Run momentum ranking and MVO programs. Client and rep presentations.

Job Qualifications:

  • Strong Excel experience
  • Quantitative background helpful; must be very comfortable working with numbers, formulas, statistics, etc.
  • Attention to detail and quality control extremely important
  • Ability to work with minimal supervision, as well as working with other employees from various departments
  • VB programming a must
  • Encor and/or CAPs experience a plus
  • CFA or CFA candidate (II or higher) required

Contact: Jerry Wagner, President
Email resume and salary requirements to flexplan@ix.netcom.com

URL: www.datashaping.com/jobs17268x.shtml
Please mention datashaping.com when applying. Thank you.

No comments: