Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands. Honesty and integrity are fundamental to our character and relationships. Our managers are dedicated to being available and attentively listening to employees.
Boyd is looking for a motivated individuals with strong relationship skills and experience in the asset management field. The individuals will work directly with the SVP, Portfolio Strategist to grown and retain our book of business within targeted platforms (including Envestnet, First Republic, Equitable Advisors, and E-Trade). The position will allow the individual to expand their industry knowledge and sales skills while working within a team environment to meet/ exceed personal and team goals.
Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.
Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide, as well as state and local government agencies. Our equity capabilities are focused on domestic and dollar-denominated international large-capitalization, income-oriented strategies. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.
Education, Skills, Personal Characteristics and Work Experience Requirements