Research / Portfolio Analyst

The Miura Group•Austin, TX

25d•$75,000 - $110,000

About The Position

Our central Austin wealth management firm is looking to add to its research/ portfolio analyst team. We have a deeply integrated planning approach that incorporates asset management, retirement income distribution, estate and insurance planning. We have been entrusted with more than $1 Billion of assets under management. Our firm is growing its 30+ year old team of great people and is strongly focused on giving back to the community in which we live and work. Research Analyst/ Portfolio Trading Research Analyst/ Portfolio Trading Working with other members of our investment team, our institutional investment partners, and in-house resources to construct and manage investment portfolios. The bulk of our assets are Advisory portfolios designed with ETFs, indices and Alternative Investments where warranted. Many of our brokerage accounts will utilize actively managed funds. Portfolio trading duties (initial implementation and ongoing rebalancing and oversight on new investment dollars and distributions as needed) and working collaboratively with our investment operations team and Lead Advisors. Portfolio trading will include both brokerage and Advisory accounts Provide information and make recommendation on investment managers, advisory service products, investment selection, suitability guidelines and reporting decisions. Be able to work with outside vendors to review our portfolio construction methods and vet additional investment solutions The Miura Group takes service very seriously. Together, we are committed to providing an exceptional client experience for all of our clients. We bring over 70 years of combined experience and will use that knowledge to provide you with a well-thought-out approach to financial planning. As a founding member of Northwestern Mutual Wealth Management Company’s select Private Client Group, our team has demonstrated an elevated level of skill and professionalism, and we get to work with the “best of the best” to deliver results. At The Miura Group, we embrace the uniqueness of each individual and co-create a roadmap that is so specific to your journey that its fingerprint won’t match anyone else's. We avoid cookie-cutter jargon, and instead develop a vision for each client on how to attain something that is, at its core, simple: A fulfilling life.

Requirements

Minimum of 4 years industry experience
Series 7 required

Nice To Haves

advanced certifications or education preferred (CFA candidate, CFA, CFP)

Responsibilities

Working with other members of our investment team, our institutional investment partners, and in-house resources to construct and manage investment portfolios.
Portfolio trading duties (initial implementation and ongoing rebalancing and oversight on new investment dollars and distributions as needed) and working collaboratively with our investment operations team and Lead Advisors. Portfolio trading will include both brokerage and Advisory accounts
Provide information and make recommendation on investment managers, advisory service products, investment selection, suitability guidelines and reporting decisions.
Be able to work with outside vendors to review our portfolio construction methods and vet additional investment solutions
Provides market insight to help guide our investment decisions