At Prime Buchholz, we strive to achieve the highest quality outcomes, measured against best practices, appropriate benchmarks, and solid research. Our collegial environment emphasizes personal commitment, professional development, teamwork, and effective communications in providing exceptional service to our clients. While we may not always have specific openings, we are interested in hearing from motivated, resourceful, and high-caliber professionals who would like to help us carry out our mission on behalf of clients. We typically seek qualified candidates in the areas outlined below:
- Research analysts
- Investment analysts
- Performance analysts
- Data analysts
- Client service coordinators
Current Openings in Portsmouth, NH
Performance Analyst
Posted on July 21, 2010
The primary responsibility of the Performance Analyst is to analyze portfolio data and reconcile investment
performance. Daily activities involve interaction with custodial banks, mutual fund companies, and investment managers to gather client account
information. Other responsibilities include preparing and maintaining client reports, both monthly and quarterly.
Responsibilities
- Calculate and reconcile monthly investment valuations, transactions, and performance returns.
- Provide a high level of accurate, timely, and comprehensive performance reporting.
- Interaction with custodial banks, mutual fund companies, and investment managers.
- Maintain monthly cash flows for assigned clients.
- Work in a team environment with analysts and senior investment professionals.
- Prepare ad hoc reports and presentations for clients and principals of the firm.
Qualifications
- Bachelors degree in Finance or business related field
- 1 to 2 years of financial industry experience; investment industry preferred.
- General investment knowledge required.
- Strong attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis.
- Must be a team player with effective time management skills and the ability to multi-task.
- Strong verbal and written communication skills with internal and external contacts.
- Intermediate to advanced experience with Microsoft Office products, specifically with respect to chart generation and linking data sources in Excel.
- Bachelors degree in Finance or business related field
- 1 to 2 years of financial industry experience; investment industry preferred.
- General investment knowledge required.
- Strong attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis.
- Must be a team player with effective time management skills and the ability to multi-task.
- Strong verbal and written communication skills with internal and external contacts.
- Intermediate to advanced experience with Microsoft Office products, specifically with respect to chart generation and linking data sources in Excel.
Data Analyst
Posted on July 30, 2010
The Data Analyst position is an entry-level position which requires strong computer skills, including Excel and Access,
along with experience working with databases. The primary responsibility of the data analyst is to create client reports
utilizing industry-specific software in support of a team of performance and investment analysts.
Responsibilities
- Data gathering by means of email and phone communication with investment managers and custodian banks, as well as through the use of the Internet.
- Checking validity of data received and entering investment manager specific holdings into a user-friendly format.
- Running firm specific reports and various ad-hoc requests.
Qualifications
- Intermediate to advanced experience with Microsoft Office products; proficient in Excel
- Attention to detail and strict adherence to deadlines
- Must be a team player with effective time management skills and the ability to multi-task
- Strong verbal and written communication skills
- General knowledge of the financial industry is preferred, but not required
- Intermediate to advanced experience with Microsoft Office products; proficient in Excel
- Attention to detail and strict adherence to deadlines
- Must be a team player with effective time management skills and the ability to multi-task
- Strong verbal and written communication skills
- General knowledge of the financial industry is preferred, but not required
Interested candidates should forward their resumes or CVs to jobs@primebuchholz.com.
We offer a comprehensive benefits package including health, dental, life and disability insurance, 401(k), profit sharing, and tuition reimbursement.
Prime Buchholz is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, national or ethnic origin, disability, marital status, veteran status, or any other category protected by law.