Junior Analyst/Assistant Portfolio Manager

Chase Investment Counsel Corporation
Charlottesville, VA Full Time
POSTED ON 3/16/2022 CLOSED ON 6/11/2023

What are the responsibilities and job description for the Junior Analyst/Assistant Portfolio Manager position at Chase Investment Counsel Corporation?

Junior Analyst/Assistant Portfolio Manager

Chase Investment Counsel is looking for a versatile financial analyst/assistant portfolio manager for a growth stock-oriented firm.

Desirable Profile

  • At least two years of meaningful experience working as a financial analyst or portfolio manager. Should have thorough grounding in basic finance and fundamental analysis.
  • Academic: Bachelor’s degree in finance/business administration preferred and/or MBA,

CFA, or similar designation.

  • Willingness to pursue CFA and/or CMT designation
  • Location Charlottesville, VA
  • Personal Attributes (extremely important): optimistic, energetic, detailed oriented, dedicated, self-starter, innovative thinker, entrepreneurial and a team player.

Responsibilities

  • Primary responsibility will be helping analyze stocks for large, mid, and all-cap portfolios.
  • Requires versatility and quick learning ability of a smaller firm including security analysis, trading, client relations, and new business development skills.

Organizational chemistry and fit are of the utmost importance to us and will be determined during the interview process. In addition, the applicant for this position must be willing to undergo a Key Trait assessment to help determine organizational fit.

Compensation and Benefits

Salary is dependent on background and prior experience. Successful candidate could eventually be offered an equity interest in the firm. Medical coverage, Health Savings Account, and retirement plan available to all eligible employees.

Chase Investment Counsel Corporation (CICC) is a SEC-registered investment advisory firm based in Charlottesville, VA. As of December 31, 2021, the firm manages $350 million in primarily long-only separately-managed portfolios including its all-cap mutual fund. For more information about CICC please refer to the firm’s website www.chaseinv.com.

Qualified candidates who wish to be considered should send a personal letter indicating why this position is of interest to them along with their salary requirements, and a resume to Peter Tuz.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Physical Setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Charlottesvle, VA 22903: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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