Careers in Financial Planning | How to Become a Certified Financial Planner | FIM Group

Working at FIM group

Full Time Portfolio Manager Assistant needed.
Position requires excellent and valuable knowledge of asset allocation, securities, risk, portfolio construction and financial analysis.  Primary tasks (under the supervision of CIO) will include portfolio reviews, creating allocation strategies, modeling portfolios, and trading.

In addition, candidate must be able to do extensive company research internationally, and depending on skill set engage in other tasks to help with portfolio management. Candidates must demonstrate that they are a self-starter, self-directed, have excellent computer and communication skills including journalistic skills. References will prove that candidates have impeccable integrity, are hard working, easy to get along with, able to work with others and take direction well.

Candidate would work out of Maui Hawaii office. This e-mail address is being protected from spambots. You need JavaScript enabled to view it to submit résumé with a cover letter highlighting why this might be a good career fit for you. Please no phone calls and only inquire if you have read our newsletters, reviewed FIM Group’s website entirely including Investing Without Borders brochure and other marketing materials.

Qualifications:
Required:

  • Excellent written and communication skills
  • Knowledgeable in Microsoft Office required
  • Strong organizational skills / attention to detail
  • Strong follow up skills
  • Ability to problem solve and spot issues proactively
  • Ability to work independently, but also a "team player"
  • Ability to multi-task in a fast paced environment
  • Associates / bachelors degree preferred
  • Financial industry knowledge and experience, prefer 1-3 years minimum of prior experience in investment management
  • Have read Security Analysis professors Benjamin Graham  and David Dodd  of Columbia Business School
  • Also The Intelligent Investor by Benjamin Graham

We are continually searching for new ethical, hard working, talented individuals to join our team and would like to encourage you to contact us. Please provide us with your details in order for us to match your skills, qualifications and ambitions to our needs, since a suitable position may become available or vacant at any time.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it with any questions or comments.