Black Diamond Financial, LLC is a private wealth management firm focused on preserving and enhancing wealth primarily through index investing strategies. We are seeking to add an Associate Portfolio Manager for our Baltimore, Maryland office. The Associate Portfolio Manager is an important position within the firm. This position will work closely with the executive team on investment evaluation, portfolio management, presentation creation and client service.
Key responsibilities include, but are not limited to, the following:
Understanding our index investing philosophy and articulating it to clients and prospects
Assisting with the management of client portfolios including implementation, rebalancing, reinvestment of investment proceeds, loss harvesting, cash activity and trade execution
Utilizing Excel and PowerPoint for financial modeling and presentation creation
Communicating the strategy, positioning, and performance of our methodologies and solutions to internal and external audiences
Assisting with the review and generation of client performance reports
Fulfilling the qualifications to be a registered Investment Adviser Representative (IAR), which include either holding the designation of CFA, CFP or CPA or passing the Series 65 or 66 exams
Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has applicable finance related experience and has worked in a professional or entrepreneurial setting.
Other Required Qualifications:
The ideal candidate will bring to the role extensive financial knowledge, a team oriented approach and a strong work ethic. Other success attributes candidates should possess are:
Bachelor’s degree in Business, Finance or Accounting; CPA, CFP or CFA preferred
0-4 years of financial markets experience; investment analysis background
Strong analytical ability and demonstrated sound judgment in dealing with clients
Highly organized and must possess exceptional technical, verbal and written communication skills
Excellent decision-making capabilities with the ability to independently manage and interpret data
Very high attention to detail
Strong knowledge of financial modeling in Excel and presentation generation in PowerPoint
Team player with the flexibility to independently manage work and complete time sensitive tasks
High professional standards, honesty and integrity
Black Diamond Financial, LLC is a private wealth management firm focused on preserving and enhancing wealth primarily through index investing strategies. The firm’s mission is to create an individualized index-based investment portfolio for each client that is risk-appropriate, returns-optimized and tax-efficient. As an employee-owned firm, the company makes its clients’ interests their highest ...priority. Black Diamond Financial believes cost is a critical factor in any successful investment strategy. Black Diamond Financial’s index-based investment philosophy adheres to decades of Nobel Prize-winning academic research, which has documented that market prices reflect the knowledge and expectations of all investors. The firm believes that new market developments are quickly reflected into a security’s price, making it virtually impossible for traditional investors to consistently beat the market. Traditional investors rely on the speculative and unnecessary cost-generating activities of stock and/or manager selection, market timing and style picking. At Black Diamond Financial, the firm’s index investing strategy employs a disciplined, low cost, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets globally.