Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Paid Vacation
Job Description
Our Team is growing, and we need you!Come be a part of this disruption in the financial services marketplace!By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.We offer:
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More…
- Conduct fundamental research on current holdings and new candidates, including financial modeling, intrinsic value (DCF) analysis, competitive positioning, and return on capital assessment
- Write and present investment theses and recommendations to the investment team
- Maintain ongoing coverage of assigned sectors and holdings, monitoring earnings, guidance, and thesis-relevant developments
- Screen for new ideas and maintain the firm’s watchlist
- Monitor strategy performance, attribution, and risk relative to benchmarks
- Help ensure portfolios adhere to LFCM investment policies, guidelines, and risk parameters
- Assist with portfolio construction, position sizing analysis, and rebalancing
- Contribute to improving LFCM’s investment process, tools, and procedures
- Analyze economic trends and industry developments and contribute to market commentary, client letters, and presentations
- Prepare materials for advisor, client, and prospect meetings, and participate as needed (travel as required)
- Help communicate LFCM’s investment approach to advisors and centers of influence to promote consistency with the LFCM process
- Lead coverage responsibility for sectors or a strategy sleeve
- Increasing input into buy/sell and position-sizing decisions
- A primary role in client, prospect, and advisor communication
- Participation in strategic planning for the LFCM practice
- Bachelor’s degree in finance, accounting, economics, or a related field
- 2–5 years of experience in equity research, portfolio management, or a related investment role
- CFA charterholder or active candidate (Passed Level I or higher preferred)
- Strong financial modeling and valuation skills
- Advanced Excel proficiency
- Excellent written and verbal communication skills
- Bloomberg Terminal experience
- Familiarity with SMA, ETF, or model-portfolio management
- Programming or automation skills (VBA, Python)
- Knowledge of GIPS performance standards
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FAQs About Associate Portfolio Manager / Research Analyst Jobs at Level Four Group, LLC
What is the work location for this position at Level Four Group, LLC?
This job at Level Four Group, LLC is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Level Four Group, LLC?
Employer has not shared pay details for this role.
What employment applies to this position at Level Four Group, LLC?
Level Four Group, LLC lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Level Four Group, LLC?
Level Four Group, LLC is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Level Four Group, LLC for this role?
Level Four Group, LLC offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Level Four Group, LLC?
You can apply for this role at Level Four Group, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.