Investment Associate (Portfolio Management Team)

Christopher Weil & Company, Inc. (“WEIL”) is a registered investment advisor located in San Diego, California. Our primary business is providing financial advice and investment management for individuals and families seeking economic independence.

WEIL is currently seeking to add an Investment Associate to our Portfolio Management Team. The Portfolio Management Team is responsible for the investment decisions of roughly $550 million of assets under management in our clients’ portfolios.

 

Qualifications and Experience:

 

Bachelor’s degree in related discipline from an accredited institution. Competencies & Qualities required include the following:
 

  • Flexibility / Adaptability

  • Attention to Detail / Data Organization

  • Confidentiality / Integrity

  • Project Planning and Execution

  • Deep interest in, and familiarity with, investment concepts and asset classes

  • Quantitative and statistical analysis ability

  • Ability to employ advanced data handling functions within MS Excel

  • Research skills including finding, digesting, and distilling economic and financial literature

  • Ability to organize a diverse workload, prioritize, and follow projects to completion

  • Solid understanding of financial data types, management, and analysis

  • Extremely strong verbal and written communication skills, comfort with presenting to advisors

  • Comfortable with an informal training program

  • Must own mistakes and learn from them

  • Kind, good-natured and respectful of everyone's right to work in a diverse, welcoming workspace

  • Programing experience a plus (Javascript, Python)

 

Principal Duties and Responsibilities:

 

  • Trade executions (be on trading desk from 6 AM PST to 1PM)

  • Communicate directly with clients regarding trade orders and investment questions

  • Assist in research and identification of new fund managers across a wide range of asset classes, perform due diligence and analysis, meet with managers and prepare investment committee memos

  • Constructively contribute and engage in internal investment conversations

  • Prepare quarterly performance reports and investment updates

  • Assist Portfolio Management Team in reviewing of investment objectives and asset allocations

  • Perform research on macroeconomic and global investment trends

  • Manage client portfolio review system

  • Manage client cash needs

  • Run Statistical analysis on stock market data (fundamental, macro, etc.)

  • Other projects and responsibilities assigned, as necessary

Candidates must be comfortable with most of these skills but we will consider applicants with a solid foundation in finance, investments, and/or economics who possess talent and enthusiasm and believe that through training and mentoring, they could swiftly build the skills needed to be successful in this position.

 

The position is full-time and offers a competitive salary, health insurance benefits, 401(k) participation, discretionary bonuses, unlimited vacation and sick leave, and the opportunity to earn profit sharing after three years with the firm. Interested candidates should please email their resume and cover letter to Danny Cung at dcung@cweil.com.

© 2020 by Christopher Weil & Company, Inc.

11236 El Camino Real, Suite #200

San Diego, CA 92130

info@cweil.com ~ (858) 724-6040 ~ (800) 355-9345 toll free