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- Portfolio Manager
Description
Laffer Tengler Investments is a dynamic and growing asset management firm focused on high-net-worth individuals, institutions, and platform advisors. The company is looking for a Portfolio Manager to join the equity team. This is an opportunity to learn proprietary valuation and fundamental analysis, and to meaningfully contribute to a fast-growing active asset management organization.
Responsibilities:
- Update and maintain proprietary valuation models
- Conduct primary company research employing LTIs proprietary 12 Fundamental Factors
- Support Senior Portfolio Managers
- Client facing support
Requirements
Qualifications:
- College degree mandatory; graduate degree preferred
- At least 5 years of work experience in investment management and analyzing equities.
- Integrity and commitment to serving the team and our clients
- CFA designation preferred.
- Strong verbal and written communication skills
- Proficiency in Excel
- Ability to stay abreast of specific related knowledge and skills
- Critical thinking and analytical skills
- Proficient in MS Office suite and general hardware and software knowledge.
- Ability to perform multi-tasks under timeline pressure
- Strong work ethic and attention to detail
- Accurate, punctual and well organized