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CooksonPeirce · 3 weeks ago

Research Analyst / Portfolio Manager

Pittsburgh, PA

Full-time

Onsite

Senior Level

5+ years exp

CooksonPeirce is a nearly $3 billion registered investment advisor headquartered in downtown Pittsburgh, seeking to expand its investment team. The Research Analyst / Portfolio Manager will assist in managing portfolios, conduct investment research, and handle portfolio operations under the guidance of senior staff.

FinanceFinancial ServicesImpact InvestingService Industry

Hiring Manager

Luke O'Neill, CFA

Responsibilities

Investment Research: The Analyst will be responsible for ongoing research in support of CooksonPeirce equity portfolios. This includes company, industry, and sector research, macroeconomic research, acquiring Bloomberg terminal expertise, and other functions that will increase the quality and quantity of research that will feed directly into all equity portfolios across styles and market caps. Depending on the applicant’s expertise, performing quantitative testing of new investment ideas may also be an aspect of the position

Portfolio Operations, Trading, and Rebalancing: Under the oversight of the senior portfolio management staff, the Analyst may also be responsible for handling daily and weekly tasks related to the execution of investment portfolios. This includes utilizing the firm’s portfolio accounting software to prepare trades, interacting with custodian trading desks, investing new cash flows, and all other operational duties related to ensuring that client accounts are invested according to stated guidelines

Internal Communications: The Analyst will be expected to work with other CooksonPeirce staff to develop a working knowledge of the firm’s various business channels. Over time, this person will provide necessary investment expertise to internal business channels related to the firm’s investment product offerings

Qualification

Investment ResearchPortfolio ManagementQuantitative InvestingBloomberg KnowledgeMicrosoft ExcelCFA CharterholderInquisitive SpiritGo-Getter MentalityLove for Financial MarketsSeries 7 LicenseSeries 65 License