Portfolio Manager - CFA required

$150,000 - $170,000/Yr

Bargo And Associates - Louisville, KY

Full-time - Mid Level

Remote - Louisville, KY

Administrative and Support Services

About the position

Bargo & Associates, a trusted female-owned staffing and recruiting firm, has been serving Louisville, KY since 1999. We excel in connecting top talent with leading employers, focusing on creating the perfect fit for both candidates and companies to achieve lasting success. Our client, a prestigious investment firm based in Louisville, KY, is seeking an experienced Portfolio Manager. This role involves managing portfolios for high-net-worth clients of some of the largest U.S. wealth management firms. While the preference is for relocation to Louisville, KY, for the right candidate, a hybrid/remote situation with occasional travel to the office will be considered. Relocation assistance is provided for those residing outside the area.

Responsibilities

• Manage covered call options on concentrated equity positions across multiple client portfolios.
• Engage with sophisticated financial advisors and their HNW/UHNW clients to discuss the firm's call writing strategies.
• Provide backup for fellow portfolio managers handling the firm's other call writing strategies.
• Ensure adherence to the firm's rules-based criteria for option selection.
• Prepare and present reports for periodic portfolio reviews.
• Monitor economic and market trends to discuss with financial advisors and their clients.

Requirements

• BA/BS (Finance or Accounting preferred).
• CFA certification is required.
• Minimum of 5 years of portfolio management experience.
• Options trading experience is required.
• Excellent computer skills, particularly in MS Excel, R, Python, and SQL. Familiarity with Salesforce is a plus.
• Strong analytical skills; a background in statistics, econometrics, or other technical disciplines is preferred.
• Strong written and verbal communication skills.
• Ability to work independently, demonstrate high self-motivation, and collaborate effectively as part of a team.
• Ability to explain complex investment concepts and processes clearly.

Benefits

• Competitive Salary
• Annual Discretionary Bonus
• Retirement Plan
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Tuition Reimbursement
• Relocation Assistance