Portfolio Strategist

JOB DESCRIPTION

Van Leeuwen & Company is a boutique based client centric financial services organization specializing in financial planning and wealth management serving clients throughout the Northeast, particularly in the Princeton-Mercer County area as well as serving clients across the U.S. Our clients are corporate executives of Fortune 500 companies and their families, individuals dealing with loss, non-profit organizations and people who have made the U.S. their home. We are looking for a highly motivated, individual who possesses an entrepreneurial spirit to join our team of professionals with the desire to serve clients with a “Michelin” star level of service.

We have a long term career opportunity which will expose the right candidate to the independent RIA space with potential opportunities for partnership. If you wish to be a part of this dynamic growing organization, we look forward to hearing from you for positions available in our Princeton NJ office.

PRIMARY RESPONSIBILITES

Work with the investment team that seeks opportunities within capital markets; Review company reports, filings and analyze financial statements to develop an understanding of companies; Provide investment analysis by determining the attractiveness of various asset classes such as equities and debt; Analyze quantitative data on different asset classes and underlying investment strategies; Assist the Portfolio Manager in other aspects of the portfolio management functions such as monitoring of portfolio and risk management tasks; Conduct microeconomic/macroeconomic analyses, and industry analysis.. Work loc: Princeton, NJ. Mail res, salary reqmt, pos applied for to: Van Leeuwen & Company, LLC, 281 Witherspoon Street, Suite 220, Princeton, NJ 08540.