IMS Capital Management, Inc (IMS) is seeking a fixed income professional with a strong track record both as a portfolio manager and in business development. The position offers the potential to manage or co-manage a mutual fund, manage individual bond portfolios and become a partner in the Firm. This individual will have an opportunity to play a significant role in the Firm’s growth. IMS is a 12-employee, independent, SEC-registered investment advisor, that serves both high net worth individuals, institutions and non-profit organizations in the Pacific Northwest. IMS has built a trusted reputation over the past 30 years by providing fee-only investment counsel, financial planning, portfolio management as well as running a family of three no-load mutual funds. Each member of the investment team has over 20 years of experience. IMS has been featured in numerous national publications such as Forbes, Barron’s, USA Today, Wall Street Journal, NY Times, BusinessWeek and Money magazine and its founder has been frequently interviewed on CNBC.
The successful candidate will have a minimum of 5 years fixed income experience and credentials that may include an MBA, Master’s Degree (Finance/Economics) and/or CFA. Salary and bonus will be determined by experience, performance and value added to the Firm.
Position: Fixed Income Portfolio Manager Location: Portland, Oregon Education: Minimum 4-year Degree Workload: Full time is preferable, willing to discuss part-time Compensation: Determined by experience & performance, includes full benefit package Responsibility: Fixed income portfolio management, research, business development Opportunity: Become a fund manager and partner, impact and grow a quality boutique firm
Sought after Attributes:
High Moral Integrity. Joy and excellence. Loyalty. Strong work ethic. Organized. Fun to work with. Passion for investing. Habit of winning. Strong track record. Ability to gain client trust and attract assets. Team player willing to multi-task and do whatever is needed. Interested in growing the business and developing client relationships. Able to maintain a positive attitude in a fast-paced, rapidly changing environment. Solid written communication skills. Self-managed. Self starter. Skilled at problem solving. Committed to continual improvement. Takes work seriously, but doesn’t take self too seriously. Genuinely enjoys working with people.
If you meet the qualifications above and would like to explore your potential fit for the position, please contact IMS president, Christopher L. Magana, MBA or IMS chief investment officer Carl W. Marker by phone at (503) 788-4200. Resumes to IMS Capital Management, Inc., 8995 S.E. Otty Road, Portland, Oregon 97086 or Chris@imscapital.com and firstname.lastname@example.org. All inquiries held in strict confidence. Registered Investment Advisors Since 1988.
IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm. We provide comprehensive, privately managed, customized solutions that effectively preserve and manage our clients’ wealth based upon unbiased advice and proven long term strategies.