SGA is a boutique, independent asset management firm with an established and growing institutional presence. The ideal candidate should have a strong knowledge of consulting firms and plan sponsors in the Western United States.
The candidate will be responsible for business development activities including prospecting, arranging and conducting meetings, on-site visits and finals presentations. An ideal candidate will have excellent presentation skills, demonstrated ability to understand investment strategies with a focus on long-only international and global equity strategies and at least some familiarity with both traditional and quantitative approaches to stock analysis and selection.
This is an excellent opportunity for individuals desiring to work for a firm with outstanding track records, a strong team and a growing presence in the institutional space. The successful candidate will work in the Western U.S. (exact location TBD) and should expect to travel at least 65-80% of the time to meet with consultant research teams and prospects across all of the primary institutional channels.
CFA is not required, but is highly desired. If the candidate does not have a CFA, they must demonstrate a significant level of experience working with institutional clients in public equity markets.
MBA desired, but not required, if the candidate has earned the right to use the CFA designation
Series 7 and 63 license (If not currently licensed, licenses must be obtained within six months from the start date of employment)
5-10 years of direct experience working with institutional investors and their institutional consultant advisors
Strong knowledge of the public equity markets with an emphasis on international and global strategies
Additional Salary Information: Base salary + commission
Strategic Global Advisors, LLC (SGA) is an employee owned, registered investment advisors (RIA) based in Newport Beach California offering international and global equities strategies for the institutional marketplace. The firm applies quantitative strategies grounded in sound fundamental research in their selection of stocks for client portfolios. The firm has built a proprietary alpha generati...on model, as well as risk model and optimizer. Since the firm’s founding in 2005, SGA has established track records in several international equity asset classes, achieved GIPS Compliance and Verification, installed and integrated the Charles River Trading system. SGA's employees average of over 15 years experience in the investment industry.The SGA Team brings expertise in:•International equity investing •Quantitative model building •Portfolio management •Fundamental research •Global Investment Performance Standards (GIPS®) •Trading •Operations