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Contact an Advisor

The successful candidate will participate in the day to day management of client portfolios as well as playing an active role within the firm’s Investment Strategy Committee.

 

Specific responsibilities are:

  • Meeting with clients to discuss their financial objectives and risk tolerances, presenting tailored solutions
  • Analysis of markets and financial instruments presenting conclusions and recommendations to BIAS Investment Strategy Committee with respect to asset allocation, market timing and stock selection
  • Executing securities transactions in a timely and efficient manner
  • Preparing and maintaining all paperwork necessary regarding trades, transactions and client documents
  • Documenting client communication in BIAS’ client management system
  • Preparation of periodic reports and presentations for existing clients as well as proposals for prospective clients
  • Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the model portfolio in the context of the assessed client needs and risk tolerances
  • Mentor junior members of the portfolio management team qualifying for the CFA designation

 

Minimum requirements for education and experience include:

  • A university degree, preferably in commerce, finance or economics
  • CFA Charter holder with a minimum of 3 years post-charter, private client portfolio management experience
  • A detailed knowledge of financial instruments as well as experience managing portfolios for companies, trusts and high net worth private clients
  • Experience in reviewing clients’ needs and objectives with the ability to recommend appropriate asset allocation
  • Demonstrable record of managing portfolios and high net worth private clients successfully
  • Business development skills amongst high asset-value individuals would be advantageous
  • Strong written and verbal skills
  • Ability to work with minimum supervision and willingness to work long hours if necessary
  • Strong PC skills , particularly with database and spreadsheet applications

If you are looking for a rewarding and challenging career, please submit an application and detailed resume to recruiting@bias.bm.

As work permits are granted based on the successful candidate meeting the EXACT criteria as outlined in these job descriptions, PLEASE DO NOT APPLY unless you have these qualifications.

 

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