Business Development
Wittenberg Investments is looking to hire a full-time Analyst to join our U.S. Wealth Team, within the Business Development group. Wittenberg Investments’ clients include Business Owners, Foundations, Endowments, and Millionaire Next-Door Types. Wittenberg Investments also serves the private-wealth community and Registered Investment Advisors.
The Opportunity:
- Provide senior relationship managers with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
- Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
- Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
- Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
- Develop robust Wittenberg Investments product and asset class knowledge and demonstrate interest in the industry.
- Participate in projects and initiatives to help improve overall team functionality and efficiency.
Your Qualifications:
- A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
- At least two years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank
- High degree of intellectual curiosity
- High proficiency in PowerPoint and Excel
- FINRA series 7 and 63 licenses required
Who You Are:
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well-organized and detail-oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work independently as well as within a team
- Exceptional analytical and problem solving skills
- Strong oral and written communication skills
- Knowledge of finance and the investment management industry is highly desirable
Compensation:
- The salary range for this role is expected to be $110,000 to $120,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a seasoned Consultant Relations professional? Lead Wittenberg Investments and support the firm’s relationships with the investment consultant community in the United States
Your Qualifications:
Qualifications for this role will include but will not be limited to the following:
- At least 10 years of total experience, most of which should be within asset management and/or alternative asset management.
- Much of this experience should be in a Consultant Relations / Business Development role, with established relationships in the U.S.
- Possess the maturity and presence, along with the strategic mindset, to work with a broad range of parties within the Investment Consultant community.
- Strong intellectual acumen, technical grounding, and very high intellectual curiosity are needed attributes in this hire.
- Commercial yet consultative and education-oriented approach to client dialogue in the sales and relationship management process.
- Meaningful experience with quantitative strategies is ideal – both long-only equity strategies and
- Desire and ability to work closely with direct sales professionals and take a commercial, strategic approach to consultant and LP interaction.
- Excellent communication skills and keen ability to develop multiple levels and types of relationships, both internally (among Wittenberg Investments PM teams, Business Development, and other internal groups) and externally.
- Highly collaborative, team-focused, accountable, and self-motivated person. Someone who puts team before self and is committed to continuous improvement.
- Series 7 required; CFA and/or MBA is
Who You Are:
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well-organized and detail-oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work independently as well as within a team
- Exceptional analytical and problem solving skills
- Strong oral and written communication skills
- Knowledge of finance and the investment management industry is highly desirable
Compensation:
- The salary range for this role is expected to be $200,000 to $225,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Sales
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Southfield ,MI and/or Troy, MI.
The Day-to-Day:
- Evaluate opportunities to consolidate a client’s outside assets with Wittenberg Investments
- Review personal financial situations and provide solutions
- Cultivate referrals by providing exceptional service
- Conduct meetings with prospects and clients virtually and in-person
- Convey and present our firm’s investment management strategies
Your Qualifications:
- 5+ years’ experience in client-facing or production-based roles in Financial Services
- FINRA Series 65 preferred (required within 60 days of hire)
- Understanding of capital markets and investment products
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
Compensation:
- This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Research
Wittenberg Investments’s Research Engineering team is seeking a strong technical engineer to strengthen our business initiatives in QRD, focused on our Specialized Investments Group.
The Opportunity:
As a software engineer at Wittenberg Investments, you will build or extend our:
- Data and services platforms, optimization, and orchestration and validation engines
- SIG Tools, data and API infrastructure incorporating millions of data points
- Intuitive research APIs leveraging cloud computing and cutting-edge visualizations
- High-performance historical simulation/back testing engine for vetting new product launches
- Bespoke technology solutions that satisfy the needs of specific asset classes and research needs
Your Qualifications:
- 3+ years of experience as a programmer with expertise in Python, NumPy and Pandas or similar quantitative stack.
- Experience with SQL (SQL Server & Postgres preferred) is required.
- Ability to design elegant solutions and the ability to translate design into high quality code.
- Mastery of design patterns and object-oriented programming techniques
- Strong understanding of best practices for large scale application design, SOA, microservices, distributed compute, containers, and use of the cloud.
- Strong attention to detail, passion for careful testing
- Excellent communication skills and ability to work with global team members
- Ability to work with your business colleagues and collaborate on solutions and coordinate work across the team.
- Understanding or experience in (quant) finance a large plus
Who You Are:
- Mature, thoughtful, and collaborative
- Hard-working and eager to learn
- Committed to intellectual integrity and transparency
- Motivated by the transformational effects of technology-at-scale
Compensation:
- The salary range for this role is expected to be $145,000 to $165,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Wittenberg Investments is seeking a talented Researcher to join our team of professionals and focus on our proprietary strategies related to stock selection. Candidates should be motivated and enthusiastic about implementing new ideas and are expected to be hands-on and self-sufficient in conducting all aspects of research projects. The role will involve collaboration with other researchers, portfolio managers, risk managers and traders to develop new and improve current investment strategies.
The Opportunity:
- Engage in research and other quantitative analysis to improve current investment strategies in collaboration with existing research team
- Perform statistical and economic research using financial or alternative data to develop new return predictive signals
- Conduct research on various aspects of the implementation of investment strategies such as trading cost models, risk models, optimization, and portfolio construction
- Add features to proprietary research system to implement new research ideas
Your Qualifications:
- B.S. degree from a top institution in economics, finance, computer science, engineering, mathematics, statistics, or another quantitative discipline.
- 1-3 years’ experience working in a similar quantitative or technical environment. Experience in quantitative research at an asset manager or hedge fund preferred
- Experience using programming skills to manipulate large financial data sets for empirical research. Strong skills in one or more high-level languages required, with Python preferred
- Strong quantitative skills with demonstrated understanding of mathematics, probability, statistics and linear algebra
- Strong understanding of economic and financial concepts and demonstrated intuition around applying these concepts in a quantitative environment
- Demonstrated ability to express and articulate ideas and thought processes in both verbal and written form
- Ability to work independently as well as part of a team
Who You Are:
- Mature and thoughtful, with the ability to operate within a collaborative, team-oriented culture
- Committed to intellectual integrity, with a high degree of ethics
- Hard working and eager to learn in a highly intellectual, innovative environment
- Well- organized, detail- oriented, with strong communication skills; able to multi-task and keep track of various deadlines
Compensation:
- The salary range for this role is expected to be $140,000 to $155,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Risk
The Opportunity:
Provide support across all activities of the trading documentation group.
- Facilitate onboarding of new funds and managed accounts at counterparties by coordinating with various departments and functions internally and externally, with clients, as needed.
- Support ongoing activities of existing funds as it pertains to trading documentation to add new providers, new products, new arrangements.
- Negotiate and update prime brokerage financing agreements and term lockups, ISDA master agreements, master confirmations, tri-party agreements, repo agreements – GMRAs and MRAs, futures clearing and cleared derivative agreements, as well as various execution agreements and electronic trading user agreements.
- Develop standard terms and establish negotiation playbooks for the most frequently used documentation.
- Point person for understanding regulatory changes and impact on trading documentation.
- Work with custodians to set up custodial trading accounts for various emerging markets and maintain registrations in local markets.
- Respond to counterparty requests related to KYC/AML information, organize supporting legal documents, and maintain sensitive, confidential information associated with required disclosure documents.
- Assist with completing and providing representation letters, IPO forms, QIB Certificate, Reg S letters, FINRA letters and other transactional documentation to counterparties.
- Support requests and questions from other teams across the firm on trading documentation as needed.
Your Qualifications:
- JD with an active license to practice and a member in good standing
- 10+ years of relevant industry experience, negotiating a variety of trading agreements, concepts, and terms
- Extensive knowledge of various trading documentation and concepts with an understanding of application from a buy side perspective
- Knowledge of financial products, markets, risk and collateral management practices at buy and sell side institutions
- Experience working with asset managers, hedge funds, mutual funds, other regulated funds and managed account clients
- Familiarity with KYC/AML diligence requirements would be a strong plus
- Sound judgement with ability to work as both a team member and leader
Who You Are:
- Committed to intellectual curiosity and integrity, with high ethical standards
- Mature and thoughtful, with the ability to operate within a collaborative, team-oriented culture as well as operate independently
- Hard working and eager to learn in a highly intellectual, innovative environment
- Well-organized, detail-oriented, and able to multi-task and keep track of competing deadlines
- Self-starting, entrepreneurial, creative, with a pragmatic, results-driven orientation
- Excellent communicator (verbal and written); able to communicate complex ideas in a simple, succinct and understandable fashion
Compensation:
- The salary range for this role is expected to be $200,000-$225,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Operations
Wittenberg Investments is looking for an exceptionally talented individual to join our Middle Office & Trade Operations team.
The Opportunity:
The ideal candidate will be able to take on multiple responsibilities, such as trade booking and reconciliation, addressing and investigating breaks, diagnosing PL issues, overseeing our end of day process, and ad-hoc projects. In addition to daily support, the candidate will work on enhancing processes or implementing new ones to streamline and reduce support work around trades over time. The individual will work across the organization. The candidate should be able to run multiple projects in parallel, understand stakeholder needs and effectively prioritize projects and tasks while ensuring that we achieve our long-term strategic goals.
Your Qualifications:
- Bachelor’s degree in a related field
- 2-4 years experience in the financial industry
- Experience in a trading floor environment, with knowledge of multiple asset classes
- Solid understanding of middle and back office operations and processes
- Must understand market structure and liquidity
- Technical experience preferred including but not limited to database structures and programming experience, including moderate SQL and/or Python skills
- Well-organized, detail oriented and strong verbal and written communication skills
- Hard-working and eager to learn in a highly intellectual, collaborative environment
- Ability to work independently as well as part of a team under pressure in a fast-paced and dynamic environment
Who You Are:
- Well-organized, detail-oriented; able to multi-task and keep track of various deadlines in a fast-paced, high demand team
- Mature and thoughtful, with the ability to operate in a collaborative, team-oriented culture
- Hard-working and eager to learn in a highly intellectual, innovative environment
Compensation:
- The salary range for this role is expected to be $90,000 to $105,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Marketing
As a Marketing Analyst, you will be responsible for brand management, communications, digital strategy, and events. Our marketing teams strive to develop highly innovative strategies and multi-faceted campaigns across investment strategies and client channels.
The Opportunity:
We are seeking a talented marketer to join our Marketing team as an Analyst to focus on digital strategy and channel marketing.
- Collaborate with members of the marketing team on web projects and analytics
- Execute independent projects, such as competitive analysis and market research
- Support the development and enhancement of marketing collateral
- Gain insight into various marketing disciplines by working closely with all members of the team
Your Qualifications:
- Excellent communication skills, both written and verbal
- Ability to execute tasks independently and act as valuable team player
- Advanced knowledge of Microsoft Office with an aptitude for picking up new technologies quickly
- High degree of creativity
- Strong analytical skills
- Well-organized and detail-oriented
- Intellectually curious with a high standard of excellence
Compensation:
- The salary range for this role is expected to be $90,000 to $105,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about creating impactful sustainable finance content and developing and executing world-class content marketing strategies? As a Content Marketing Manager for Wittenberg Investments, you’ll grow and use your marketing skills in a variety of interesting and impactful ways.
The Opportunity:
- Reporting to the Senior Content Marketing Manager, regularly develop, write, and publish ESG content in various formats including ebooks, blog articles, infographics, newsletters, social media posts and more – to engage, educate and generate demand for our ESG products and solutions
- Help build a content strategy and drive the execution of Sustainalytics’ content marketing tactics that align with company objectives
- Manage content campaign timelines and deliverables and contribute to the editorial calendar
- Work with in-house and 3rd party content creators including graphic designers and writers, by providing detailed creative briefs and outlines and ensuring execution of the key themes/ideas behind the content
- Collaborate with and carry out interviews of key industry thought leaders and internal subject matter experts to develop valuable insights to be used in our content development process
- Work closely with the broader marketing team and commercial team members to develop content for various verticals and segments that attract new audiences and help them convert through the buyer journey
- Ensure your content is reaching its intended audience, meeting lead generation goals, and helping to move prospects through the sales funnel
Your Qualifications:
- 4+ years’ experience in a content marketing role, developing and executing a content marketing strategy in a B2B environment
- Impeccable writing and editing skills are essential, including a portfolio of published work
- Demonstrated project management expertise, including knowledge of content production workflows to meet deliverables on time
- Excellent stakeholder management and relationship building skills
- Deep understanding of B2B digital marketing and buyer journeys, with a data-driven understanding of how to translate marketing metrics into opportunities for action
- Familiarity with Associated Press Style or equivalent
- Bachelors or equivalent in Marketing, Journalism, Writing, or Business
Compensation:
- The salary range for this role is expected to be $100,000 to $115,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO
WITTENBERG INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER