Location City:
Dubuque
Location State: IA
Base Salary: NA
Position Responsibilities: This position could be considered a junior Chief Investment Officer for a $1.5 billion investment management department. We are in search of an individual who has the unique combination of both technical skills and people skills. This person will be involved in the stock and fixed income securities selection. They will have the ability to present in a "technical language" the department story to both small and large groups. This person will be asked to travel to various states, from time to time, to help close larger accounts, and put a face to the investment management department. As the current CIO's focus is drawn more and more to the parent company, this person's responsibilities will continue to increase. Although the existing Portfolio Managers work without much needed supervision, this person will act as a mentor and will have ever increasing management responsibilities.
Education and Certifications/Licenses: Bachelors, Either having or working toward the CFA designation
Mandatory Minimum Qualifications: Have managed investment portfolios in the past. Good in-person presentation skills. Enjoys a group dynamic. Candidate's emphasis must be on having a long-term, improved career lifestyle, rather than using the job as a stepping-stone, or making a 'boat load' of money.
Preferred Qualifications: CFA; good past performance; familiar to the Dubuque market. Enjoy occasional travel.
Overnight Travel: 20%
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.