The Senior Investment Analyst and Portfolio Manager will report to the Chief Investment Officer and will be responsible for providing detailed fundamental analysis of the domestic and international Real Estate industry and associated companies.
Provide coverage and detailed fundamental analysis of domestic and international real estate companies and industries, including developing long-term investment themes
Present investment recommendations to the investment committee
Incorporate sustainability evaluation in company analysis
Act as portfolio manager for Real Estate Fund and Portfolios
Assist in marketing through webinars, client marketing, press interviews, etc.
Our Employee Benefits package includes:
100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $1,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Free YMCA gym membership
Home-buyer assistance program
Required Education and Experience:
Bachelor’s Degree required; MBA Preferred
CFA Charter Holder
Appropriate FINRA registrations (SIE, 7 and 66)
Minimum 10 years’ experience in stock analysis and portfolio management
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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