Top Asset Management Executive plans and directs all aspects of an organization's asset management policies, objectives, and initiatives. Plans asset strategies that increase revenue and high rate of return on investments. Being a Top Asset Management Executive ensures asset management services consistently meet organization's vision and investment goals. Requires a bachelor's degree. Additionally, Top Asset Management Executive typically reports to top management. The Top Asset Management Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Asset Management Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
SUMMARY
Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both strategies feature high-quality biased, high conviction portfolios that utilize the same bottom-up driven research process. They are differentiated by their investment philosophies that translate into the screening criteria used to define their research universes, the indices to which their investment performance is benchmarked and the characteristics of the portfolios.
CN builds portfolios through bottom-up stock selection using a team-based, flat decision-making structure. The investment team currently consists of three time-tested portfolio managers/analysts, of which, two have worked together at CN since 2005. The Campbell Newman competitive advantage is the team’s “judgment backed by experience”, in that Reg FD leveled the playing field so that everyone gets the same information at the same time. It is how the information is processed and used to make decisions that makes the difference between success and failure. Accordingly, the investment team at Campbell Newman is distinguished by its independent thought, flat decision-making style and decades of experience in the research and decision-making process.
Due to a retirement at year-end 2023, Campbell Newman will be adding a PM/Analyst to the investment team in their Milwaukee, Wisconsin office.
CANDIDATE REQUIREMENTS
The successful candidate will be able to demonstrate acumen as a stock picker and of like mind with CN’s investment philosophies:
Large Cap Dividend Growth: A company’s dividend policy is tangible evidence of a company’s confidence in future earnings growth, and earnings growth drives stock prices.
Small Cap Growth: Profitability provides tangible evidence of the viability of a company’s business model, increasing the probability of sustainable earnings growth and price appreciation.
The characteristics of an ideal candidate:
CANDIDATE RESPONSIBILITIES
The successful candidate will be a self-starter that is excited about joining an established team at a growing firm. Reporting to the Director of Research, the candidate will be required to:
COMPENSATION
Compensation will consist of a base salary commensurate with experience and the opportunity to participate in the quarterly bonus pool for investment professionals. Additional benefits include competitive health, profit-sharing and 401(k) plans.
Job Type: Full-time
Benefits:
Schedule:
Supplemental pay types:
Ability to Relocate:
Work Location: In person
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