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SRH Advisors, LLC
Salina, Kansas, United States
(on-site)
Posted
23 days ago
SRH Advisors, LLC
Salina, Kansas, United States
(on-site)
Job Type
Full Time
Job Duration
Indefinite
Industry
Asset Management/Investment Firm
Min Experience
5-7 Years
Min Education
Bachelors
Required Travel
0-10%
Job Function
Portfolio Manager
Portfolio Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Portfolio Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
SRH Advisors, LLC, a SEC registered investment firm with over $2 billion in AUM, based in Salina, KS, is seeking a Portfolio Manager to join our small, collaborative team. We manage focused, low-turnover portfolios using a disciplined, long-term buy-and-hold philosophy. Our clients include closed-end funds, ETFs, and high net worth families.
What You’ll Do:
- Conduct deep, bottom-up equity research
- Support portfolio construction and monitoring
- Attend Investment Committee Meetings
- Contribute to team discussions and investment ideas
- Use Excel and Bloomberg for analysis
Requirements
What We’re Looking For:
- 5–10 years of portfolio management or analyst experience
- CFA designation
- Passion for investing
- Attention to detail, well organized, self-motivated, and self-managed
- Outstanding integrity and discretion
- Strong understanding of value investing and long-term strategies
- Proficiency in Excel and Bloomberg
- Desire to join a focused investment team with a long-term vision and a disciplined approach
Job ID: 79592488
Please refer to the company's website or job descriptions to learn more about them.
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