Responsibilities include financial modeling/forecasting as well as making concise recommendations in concert with PMs. Should have industry view and opinion on suitability of various securities within a capital structure depending on investment strat
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Responsibilities include reviewing client risk profiles in order to create asset allocation recommendations and prepare proposals which will be presented to prospective clients, reviewing prospective client's existing portfolios to provide commentary
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The company is looking to augment its team at the partner level with an entrepreneurial individual who will be expected to: - Use established network to source deals - Take lead role in all aspects of the investment process - Manage variety of
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with SAS and C++ a plus
Actuarial exam progress required. ASA preferred. CFA, PRM or CQF also desirable
Bachelors degree or higher in mathematics, actuarial..
or related field
- Successfully passed some actuarial exams. ASA preferred. CFA, PRM or CQF also desirable
- Prior investment, quantitative, and/or research..