The Bollard Group LLC is a boutique professional services firm comprised of attorneys, CPAs, and MBAs. We are an integrated tax, financial, and business advisory firm.
Our client base is principally high net worth individuals and their families and we provide, in addition to income and estate tax planning and compliance, sophisticated financial strategies and transaction planning.
Responsibilities:
- Review current portfolios involving areas such as portfolio rebalance, risk and performance management and evaluation, investment manager selection and oversight.
- Assist to identify and mitigate investment risks through thorough analysis and scenario modeling.
- Provide recommendations to the current investment theses and themes. Effectively evaluate and analyze investment opportunities.
- Coach the team to carry out relevant research and investment work.
Qualifications:
- Prior experience as an investment manager working at a big investment firm is a plus.
- Good communication skills, both written and oral, along with organizational skills and the ability to perform multiple tasks efficiently.
- The ideal candidate is someone who retired or semi-retired and figures out the retirement is not for him (her), and enjoys to teach and develop younger professionals.
Job Type: Part-time
Pay: $75,000.00 - $150,000.00 per year
Expected hours: 20 – 30 per week
Weekly schedule:
Work setting:
Work Location: In person