Description

Laffer Tengler Investments is a dynamic and growing asset management firm focused on high-net-worth individuals, institutions, and platform advisors.  The company is seeking a Securities Analyst with portfolio management experience.  This is an opportunity to learn proprietary valuation and fundamental analysis, and to meaningfully contribute to a fast-growing active asset management organization.

Responsibilities for securities analyst:

- Update and maintain proprietary valuation models

- Conduct primary company research employing LTIs proprietary 12 Fundamental Factors

- Support Senior Portfolio Managers

- Client facing support

Requirements

Qualifications for securities analyst:

- College degree mandatory; graduate degree preferred

- At least 3-5 years of work experience in the investment management industry

- Integrity and commitment to serving the team and our clients

- CFA desired; commitment to receive CFA designation in four years

- Strong verbal and written communication skills

- Proficiency in Excel

- Ability to stay abreast of specific related knowledge and skills

- Critical thinking and analytical skills

- Proficient in MS Office suite and general hardware and software knowledge.

- Ability to perform multi-tasks under timeline pressure

- Strong work ethic and attention to detail

- Accurate, punctual and well organized