Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer: - Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More...
Come take your career path to the next level! The Associate Portfolio Manager / Research Analyst supports the management of Level Four Capital Management's (LFCM) proprietary investment strategies through fundamental research, portfolio analysis, and investment communication. The role works closely with the CIO and investment team across LFCM's equity strategies. It is designed to develop the candidate into a future Portfolio Manager through progressively greater responsibility for research coverage, portfolio decisions, and client-facing communication.
Essential responsibilities and tasks of the Associate Portfolio Manager / Research Analyst are: Research & Security Selection
- Conduct fundamental research on current holdings and new candidates, including financial modeling, intrinsic value (DCF) analysis, competitive positioning, and return on capital assessment
- Write and present investment theses and recommendations to the investment team
- Maintain ongoing coverage of assigned sectors and holdings, monitoring earnings, guidance, and thesis-relevant developments
- Screen for new ideas and maintain the firm's watchlist
Portfolio Management Support
- Monitor strategy performance, attribution, and risk relative to benchmarks
- Help ensure portfolios adhere to LFCM investment policies, guidelines, and risk parameters
- Assist with portfolio construction, position sizing analysis, and rebalancing
- Contribute to improving LFCM's investment process, tools, and procedures
Communication & Thought Leadership
- Analyze economic trends and industry developments and contribute to market commentary, client letters, and presentations
- Prepare materials for advisor, client, and prospect meetings, and participate as needed (travel as required)
- Help communicate LFCM's investment approach to advisors and centers of influence to promote consistency with the LFCM process
Career Development Path This position offers a defined path toward a Portfolio Manager role. As the Associate demonstrates research quality, judgment, and communication skills, responsibilities expand to include:
- Lead coverage responsibility for sectors or a strategy sleeve
- Increasing input into buy/sell and position-sizing decisions
- A primary role in client, prospect, and advisor communication
- Participation in strategic planning for the LFCM practice
Successful Associate Portfolio Manager / Research Analyst candidates will have: Required - Bachelor's degree in finance, accounting, economics, or a related field
- 2-5 years of experience in equity research, portfolio management, or a related investment role
- CFA charterholder or active candidate (Passed Level I or higher preferred)
- Strong financial modeling and valuation skills
- Advanced Excel proficiency
- Excellent written and verbal communication skills
Preferred - Bloomberg Terminal experience
- Familiarity with SMA, ETF, or model-portfolio management
- Programming or automation skills (VBA, Python)
- Knowledge of GIPS performance standards
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