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Sanderson Wealth Management

Sanderson Wealth Management is pleased to announce a career opportunity at our firm.

We are currently looking to hire an entry level analyst. The job description and prerequisites are outlined below:

  • Duties: Perform back office work for client investment accounts, and minor analysis of client portfolios.
  • Required skills: Extensive knowledge of Microsoft Excel, ability to learn new software quickly.
  • Education: 4 year degree required. A Master Degree is a plus.
  • Experience: 1‐3 years in the financial services industry preferred.
  • Compensation: based on credentials

For more information regarding Sanderson Wealth Management please refer to www.sandersonllc.com.

Please send all resumes to cjennings@sandersonllc.com
5/20/14

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Atlantic Capital Management, Inc., an SEC-Registered Investment Advisory Firm located in Amherst, New York, is seeking an experienced investment professional, with his or her own book of business, to join the firm or share office space.  Our firm’s sophisticated investment process features individually invested stock and bond portfolios, tailored to each client’s specific requirements.  Ideally, the candidate we are seeking will have had experience as a portfolio manager with an SEC-Registered Investment Advisory Firm or a Bank Trust Department.

Interested professionals should email their resume to
dmt@acm-investments.com. 

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Senior Technical Systems Analyst

Our client is one of the leading asset managers in the Twin Cities market. They are currently seeking a Sr. Technical Systems Analyst to join their growing office.  Team up with a Great Management Team, help a great company grow, be challenged at your job, while learning and growing in your career.

About the company

  • Buy side asset manager
  • Institutional client base
  • Offering both equity, fixed income and cash management solutions
  • Highly individualized service
  • Multiple international locations
  • Well established firm with a  growth plan
  • This is a New Role due to growth

The Role

·         This position supports the Charles River Investment Management System, Eagle Pace, Star and other trading and investment solutions

·         Manages and supports a suite of business mission-critical and complex applications

·         Partners with  infrastructure and business teams in order to resolve business systems issues by workflow solutions, batch cycle, trouble shooting, technical interface issues and  hardware issues

·         Systems administrator from the back end, working with business teams

·         Determines the best mix of development, interfacing applications, and third party vendor solutions to meet business requirements

·         Assists in translating high level business process maps into workable systems solutions

·         Implements high-level workflows

·         Evaluates and operates the day-to-day activity with 3rd party vendors and software

What we are looking for      

·         We are looking for technical aptitude….reading stored procedures, creating and run SQL queries, troubleshooting batch cycle issues and contributing to hardware issues

·         Technical aptitude should be a primary requirement for this role with a secondary requirement of business knowledge.  Experience with a trading system and/or investment accounting system would be useful.

·         If you have experience in Charles River or Eagle Investments Systems that is a plus, but not required

·         Charles River Web admin and systems admin, experience is a plus

·         This role is on the technology side, but we are looking for  good business aptitude

·         Good understanding of the investment management industry

·         A good technical background, but you do not need to write code           

  • Business Process Analysis Tools
  • Good Communication skills- will conduct meetings, give presentations, and provide consulting services to business partners on new initiatives (small to large of varying complexity)
  • 3-5+ years relevant experience
  • Self-starter who is able to work independently as required yet function well within a team
  • Proactive individual who can see issues and projects through to the end

Why you should be interested?

 

  • Great corporate culture, leaders with vision
  • The company has mapped out a 5-year growth plan
  • This role is highly visible
  • Local and International growth opportunities
  • Excellent benefits
  • Access to top management
  • This role will broaden your knowledge base

If you would like to hear more about this opportunity please contact:

 Contact:
Scott Hedberg 
Phone: 612.928.5721 
Email:
scott@hedbergsearch.com

 

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Director of Research – Minneapolis, MN

Our client is seeking a Director of Research to be based in Minneapolis, MN.

This is a new position that will help support the company’s investment products and new product development. This is a very senior role and the title will likely change to reflect that.

About the Company

Our client is an established firm that has been in business for over 30 years. They are well known in the institutional investment management marketplace. By partnering with our client, institutional clients can expect to increase portfolio performance and enhance risk management capabilities.

The Role

The Director of Research is responsible for leading all analysis and quantitative modeling to support the company’s investment products and new product development.

They will be mapping out how research should be done. This person will help develop a more organized process to take advantage of the investment professionals already on staff.

 Our client is looking for research based on fundamental investment constructs that is rigorous and at the same time more practical (daily use).

They will perform modeling and back testing.

What we are looking for

Master’s degree (a Ph.D.’s would be great but not necessary) in Finance, Economics, Statistics or Mathematics

Plus 5+ years of work experience in the Investment industry

Can you answer these questions for us?                   

  1. Do you have experience in portfolio construction, risk management, strategy evaluation and portfolio management?  Which securities or derivative instruments have you researched or traded?
  2. Can you tell me about your experience in Matlab, R, CPLEX, Factset, Bloomberg and/or statistical tools that allow for quantitative modeling and analysis? 
  3. Do you have experience in portfolio construction, risk management, strategy evaluation and portfolio management?  Which
    securities or derivative instruments have you researched or traded? 
  4. Have they written research reports for internal or external distribution?  Do you possess above average communication skills? 
  5. Any experience in product development?  
  6. Are you a self-starter that works well without detailed direction? 

Attributes

  • Ability to multi task
  • Ability to work with the CIO + PM’s to generate research and develop investment thesis     and    strategies
  • Strong communication skills, both written (research, white papers, etc.) and verbal

 Why should you be interested?

This company is growing and has an excellent management team in place.  This opportunity will be very visible; you will be part of a great team. You will be challenged, you will learn and grow. The company has very little turnover with its employees. They are very competitive with compensation packages.

Contact:
Scott Hedberg 
Phone: 612.928.5721 
Email:  scott@hedbergsearch.com

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Senior Manager, Pension Investment Operations Worldwide on behalf of the Eastman Kodak Company.  

The Senior Manager, Pension Investment Operations Worldwide is a key leader within Kodak’s investment office, which is part of the corporate treasury function. The Senior Manager, Pension Investment Operations will marshal both internal (staff) and external (service-provider) resources to achieve excellence in all aspects of pension investment operations.  Success in this position requires an entrepreneurial mindset, a high level of professionalism, collaboration and communication skills, the ability to be both a leader and a doer. The Senior Manager will supervise two full-time investment operations staff and will work closely with the Director of Investments, with other investment staff, and with the Controller’s office.

Contact:  
Jane McMahon
, Consultant
jane.mcmahon@opuspartners.net

Office   215-790-1188 x231

 

Key Private Bank Portfolio Manager  III.  Located in Buffalo, NY. 

Ideal candidate will be someone local with connections to the community.  Strong centers of influence and enjoys networking and new business development. 

About The Job

Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

 
Essential Job Functions

Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment’s investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures.

 Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy.

 Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions

Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual. Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team. Ensures that the team is staffed with highly qualified and motivated employees. Provides training and development opportunities to maximize results and provides opportunities for career advancement. Provides advice and counsel to staff on complex issues.

 
Required Qualifications

Undergraduate degree in a business related field. 5-7 years of experience in the investment management field. Excellent interpersonal and communications skills (both written and verbal). Strong client focus. Strong presentation skills. Ability to work as part of a sales and client servicing team. Experience and proven success in an open architecture environment. Progress towards advanced degree or professional certification. Previous experience in managing assigned staff of professionals. Demonstrated track record of sales success. Experience managing a high net worth book of business. Ability to use: office equipment, Trust accounting system and portfolio management system.


Please apply through:  www.key.com/careers   Requisition Number 99994395
Or for more information please contact Robin Kaness at robin_kaness@keybank.com

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Financial Analyst – Minneapolis/St. Paul MN

Our client is seeking a Financial Analyst to be based in the Minneapolis/St. Paul area.      

This position is critical as it will help support the company’s growth plans.  Working closely with the financial advisors the candidate will help clients restructure debt obligations.

About the Company:

Our client, a leader in Public Finance, is an independent financial advisory company that has served public sector clients throughout the Midwest since 1955. Their goal is helping local governments, school districts, and state agencies find the financial resources they need to build the communities they envision.

The Role:

The Financial Analyst will be responsible for preparing debt service projects that are related to refunding’s, restructuring, and new issues. The analyst will receive general assignment requests and will be asked to evaluate the merit of each request. One of the main focal points of the role is the financial analyst will be constantly looking for refunding opportunities to present to the financial advisors.

What we need from you:

  • A solid understanding of municipal financing, debt structuring and bond issuance
  • Requires working knowledge of Excel and experience with DBC, Munex and Bloomberg is preferred
  • Ability to multitask, working many different projects at one time
  • Bachelor’s degree in accounting, finance or economics is preferred or equivalent work experience

Why should you be interested?

Our client is an under the radar screen company, one reason is very few people leave. This role is very critical to the company’s growth, you will learn, be challenged and be part of a very professional team. Our client offers an excellent company culture; a market leader in the Midwest, excellent growth prospects. Benefits are unmatched, healthcare insurance is 100% paid with a generous yearly contribution to a HSA. Also a company ESOP plan, healthy yearly bonuses, 401k match, excellent time off package.

If you would like to hear more about this opportunity please contact:

Scott Hedberg at 612.928.5721 or at scott@hedbergsearch.com

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Senior Research Analyst – Minneapolis, MN

Our client is seeking a Senior Research Analyst to be based in Minneapolis, MN.

This is a new position that will help support the company’s investment products and new product development. This is a very senior role and the title will likely change to reflect that.

About the Company:

Our client is an established firm that has been in business for over 30 years. They are well known in the institutional investment management marketplace. By partnering with our client, institutional clients can expect to increase portfolio performance and enhance risk management capabilities.

The Role:

  • The Senior Research Analyst is responsible for leading all analysis and quantitative modeling to support the company’s investment products and new product development.
  • The senior research analyst will be mapping out how research should be done. This person will help develop a more organized process to take advantage of the investment professionals already on staff.
  • The research they do should be that of “practical” research that the client can actually use in day to day business activities, rather than research that is more “theory”. That being said, the research conducted will be closer to academic level research.
  • They will perform modeling and back testing.

 What we are looking for:

  • Master’s degree (will not turn away any Ph.D.’s) in Finance, Economics, Statistics or Math.
  • Plus 7+ years of work experience in the Investment industry

Strong knowledge in:

  • statistics, portfolio theory, investment and finance
  • quantitative modeling and portfolio construction
  • statistical tools that allow for quantitative modeling and analysis 

Attributes:

  • Ability to work with the CIO + PM’s to generate research and develop investment thesis and  strategies
  • Ability to multi task
  • Strong communication skills, both written (research, white papers, etc.) and verbal

Why should you be interested?

This company is growing and has an excellent management team in place.  This opportunity will be very visible; you will be part of a great team. You will be challenged, you will learn and grow. The company has very little turnover with its employees. They are very competitive with compensation packages.

If you would like to hear more about this opportunity please contact:

Scott Hedberg at 612.928.5721 or email at scott@hedbergsearch.com                                                          

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Senior Macroeconomist

Our client is a well establish investment manager focusing in the global markets.

They are currently seeking a Senior Macroeconomist in their Philadelphia, PA office.

This role is a senior level role; you will be part of a great management team and your research will be a critical factor in the investment teams overall strategy. You will make a difference.

 THE COMPANY:

  • Buy side investment manager
  • Primary focus on global markets
  • 100% institutional business, corporate pension + profit sharing, foundation+ endowments, unions, corporations, etc…
  • Offices in Philadelphia(area), London, Singapore and Dubai
  • Culture- very flat, trading environment
  • The firm is conservative in their investment approach

 THE ROLE:

  • Asset allocation and global economic research
  • Forecasting and analysis of global macroeconomics topics
  • Country analyst with a primary focus on emerging and frontier markets
  • Work closely with the investment management team and senior management on overall investment strategy
  • Writing and editing monthly and quarterly reports
  • Client presentations
  • CFA Preferred and Minimal

    WHAT WE ARE LOOKING FOR:
  • Market savvy individual; someone who understands risk and who is motivated by making money
  • 10+ years of relevant experience with global economic analysis preferably in investment management or investment banking
  • Excellent writing, presentation and interpersonal skills

 WHY SHOULD YOU BE INTERESTED?

  • The opportunity to work with an experienced investment team and senior management team
  • Your work will matter and you will be rewarded for your success
  • Excellent corporate culture
  • You will be challenged, you will learn, you will grow
  • You will build your own team and be excited to go to work everyday
  • Excellent benefit package, employee stock ownership, competitive salary and performance  salary reviews and bonuses

If you would like to hear more about this opportunity please contact:

Scott Hedberg at 612.928.5721 or email at scott@hedbergsearch.com

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INTERNAL SALES MANAGER

Our client is a well-established firm in growth mode.  They are currently seeking an Internal Sales Manager in their Boca Raton, Florida office.  This is a great opportunity to join a company that is a leading underwriter and wholesale distributor of fixed income securities and structured notes through a network of over 700 broker dealers and banks.

About the Company:

·      For over 10 years, our client has offered the investment community custom tools and resources for diversifying portfolios. They are a well-known name in the institutional fixed income side of the business and are currently building out the retail distribution channel

The Role:

  •  Build the internal sales desk to help support the external wholesalers in the field
  • Cover multiple products, (structured investments, UIT’s, annuities + others) across all channels (banks, wirehouse, regionals and independents) and drive sales
  • Deliver exceptional client service, and develop a team approach in conjunction with individual plans for each region

What we are looking for:

  • 4+ years of successful internal / external or sales management wholesaling experience
  • Excellent understanding of the workings of a successful internal sales desk
  • Excellent relationship management and business development skills with a complete mastery of the sales process
  • The ability to work independently but still be part of a strategic team
  • Series 7 & 63

·      This person could currently be an Internal Sales Manager, an internal wholesaler whose next step would be a sales manager or an external wholesaler with a solid understanding of how the internal desk functions with a desire to get off the road.  CFA charterholder preferred.

Why should you be interested

  • Excellent opportunity with a well-capitalized growing company with great leader
  • You will build your own sales team
  • Your compensation will be on par with the external wholesalersAbility to work with 3+ different product lines and multiple channels
  • Medical, Dental, Life and AD&D Insurance, along with a generous incentive program that includes a 401K plan
  • Generous PTO package and Expense Account
  • Very competitive Base Salary + Commissions

If you would like to hear more about this opportunity please contact:

Scott Hedberg at 612.928.5721 or email at scott@hedbergsearch.com

 

 


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