Category Management Analyst, Sr. jobs in Costa Mesa, CA

Summary: The Sr. Analyst is responsible for defining and executing investment strategies for clients of First Foundation Advisors. This position is responsible for security selection, idea generation, research, financial analysis/modeling valuation, and portfolio construction. Serve as a member of the Investment Committee, primary responsibility is work on Strategic Core Equity Strategy with secondary responsibility to Fixed Income, Disc Growth & Dividend Income.

Salary Range: The salary range in CA for this role is $116,000 to $145,000 and represents the Company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, experience, and location. 

Duties and Responsibilities:

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Understand and comply with requirements of all laws and regulations applicable to the position
• Oversee and manage the firm’s Disciplined Growth Equity Strategy as well as co-manages with Strategic Core Equity Strategy. 
• Educate and inform relationship managers about portfolio strategies, investment processes, and individual equities.
• Partner with the Investment Committee on the investment suggestions, opinions, and actions including overall asset allocations and specific investment recommendations.  
• Assist in shaping the firm’s economic and market outlook and overarching investment strategy
• Perform other duties as assigned

Supervisory Responsibilities: This position may have direct supervisory responsibilities 

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Master’s degree required 
• Chartered Financial Analyst (CFA) certification required 
• Minimum of 10 to 15 years of related experience in the financial industry

Skills

• Must have strong equity research skills
• Excellent organizational, interpersonal, and verbal/written communication skills 
• Strong ability to prioritize and handle multiple tasks 
• Solid problem-solving and conflict-resolution aptitude 
• PC proficiency, including Advanced Excel
• Must have the ability to deliver solid presentations
• Must possess strong and effective oral and written communication, and client service skills 
• Relies on experience and judgment to plan and accomplish goals 

Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.