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Investment Associate

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CAR SHAiR

2021-12-03 07:33:56

Job location Newport Beach, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Your Purpose at SHAiR


We're looking for go-getters who don't mind being pushed out of their comfort zones. For perfectionists who are willing to put in extra hours to make sure their tasks are completed not just to their own satisfaction but also beyond others' expectations. For confident self-starters who want to be part of something greater than themselves. We've grown from a single, 5-person office to a thriving business with 3 new locations just this year. And we did it by expecting all employees to go above and beyond the call of duty. We don't believe in "coasting" or doing just enough to get by. We're here to win. And if you want to be part of this winning team, and if you're ready to give your all (not just what it lists in the job description), we would like to receive your application.


The Investment Associate will be working closely with our CEO. The Analyst will assist in managing roughly $5 Million in capital using both equities and options to grow the portfolio. The Associate will provide portfolio analysis, investment research, trade planning, financial presentations, and analytical support and help to ensure consistency across all portfolios and accounts.

Responsibilities

  • Conduct investment research regarding markets and securities.
  • Review investment portfolio allocations.
  • Execute investment programs under senior direction and place trades.
  • Review performance reports.
  • Assist with documentation relating to account profiles.
  • Maintain continuing education on investment trends and financial markets through reading, seminars, and conferences.

Qualifications

  • Bachelors degree.
  • Minimum of 2 years experience in investment research/quantitative analytics.
  • Substantive generalist investment knowledge covering all sectors, across asset classes.
  • Strong interest in stock analysis.


Benefits

  • 15 days of PTO
  • 6 days of paid sick paid leave
  • Medical, Dental, and Vision insurance.


What SHAiR is all about!


  • SHAiR is an innovative, technology-focused team with our main focus on the User. We carefully select self-driven and forward-thinking go-getter attitudes. We aim to collaborate in all that we do, with teamwork being a key focus on how we operate. You will always know how your contributions relate to the big picture, no matter what department you work in. You will always be encouraged here and there is never a dull moment.

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