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Career Pathways

Investment Analyst

PREFERRED BACKGROUND

  • Interest in solving complex problems

  • Creative, great listener and team-oriented

  • CFA®, or willing to obtain

POSITION SUMMARY

  • Conducting industry and company specific research

  • Performing due diligence on publicly-traded investments

  • Attending investment related events and conferences

  • Ensuring accuracy, timeliness & integrity of client presentations

  • Fundamental research on a micro/macro level

  • Reporting developing trends, ideas and industry specific intelligence

  • Abiding by SIC ethical standards and compliance program

  • Assisting your team in creating unique and innovative strategies

Private Wealth Advisor

PREFERRED BACKGROUND

  • Sales, marketing, customer service

  • CFA®, CFP®, securities and insurance licenses, or willing to obtain

  • People-oriented

POSITION SUMMARY

  • Working on a team to deliver firm products and services

  • Relationship building and networking

  • Performing discovery analysis

  • Accessing client risk-profiles

  • Creating Private Wealth Plans

  • Working with SIC investment analysis to deliver recommendations

  • Tracking client progress and needs

  • Conducting sales meetings

  • Referring clients to private investment opportunities

  • Training new PWA’s and supporting other firm related growth initiatives

Private Wealth Consultant

PREFERRED BACKGROUND

  • Sales, marketing, customer service, government, human resources, investor relations

  • Experience working on teams

  • Exceptional communication skills

POSITION SUMMARY

  • Frequently meeting with business owners and municipalities

  • Leading discovery process for new business clients

  • Working in a team environment to acquire new relationships

  • Working with firm analysts to discover trends and potential for research for new product or service offerings

  • Supporting PWA’s with their sales process if needed

  • Attending all firm supported seminars, events, and conferences

Portfolio Analyst →

PREFERRED BACKGROUND

  • Prior managerial experience a plus

  • Human resources, investor relations, administration

  • MBA/MS, or willing to obtain

POSITION SUMMARY

  • Leading acquisition/merger teams upon transition to the firm’s holdings

  • Creating KPI’s, and developing performance drivers for growth on the project level

  • Analyzing corporate balance sheets, and relationships with external vendors

  • Ensuring accuracy, timeliness and integrity of client presentations

  • Identifying current and future risk as it pertains to operations of portfolio companies

  • Forecasting and budgeting for future inventory needs

  • Market analysis on current and future competitors and threats as needed

  • Supporting all firm growth initiatives, events, seminars, and conferences

  • Potential for frequent travel and possible assignments in other countries

Corporate Opportunities

PREFERRED BACKGROUND

  • Open to all prior experience levels

  • Bachelor’s degree, or willing to obtain

OPPORTUNITIES SUMMARY

  • Currently reviewing resume submissions for positions in the following areas:

  • Accounting, Legal & Compliance, Human Resources, Sales & Marketing, Operations, IT & Technology, Administration, & Management

  • Positions work directly for SIC senior leadership and management teams

  • Please express your area of interest in your application cover letter

CFA® Training Program

PREFERRED BACKGROUND

  • Must be 18+

  • HS Diploma/GED, or willing to obtain

  • Interest in the financial markets

PROGRAM SUMMARY

  • Program curriculum is designed to help you pass all 3 levels of the CFA® exams.

  • Classes held every Saturday 10a-12p

  • This program is a 4-year program

  • Cost for exam enrollment and applicable fees are separate and not managed by our firm

  • Monthly fee for accepted attendees who register is $150/month

  • More details found on our CFA® Training Program page