Objective investing

Fair fees

Simplified process

Career Opportunities

Marketing and Research Manager Positions

Midwest Asset Management is a for-profit Registered Investment Adviser and Consultant. “Impact Investing” can be included in our services, and Quantitative Portfolio Management is our Only Business.SM Our firm recently restructured and is now seeking capital to minimize the three major obstacles to investment success: persistent subjectivity; egregious annual fees; and designed inefficiencies. Once financing is complete, we will begin to fill marketing and research positions.

Midwest seeks staff / future owners to capitalize on the significant financial and non-financial opportunities for investors in the inefficient $300 trillion global public securities market. For example, it has more than $1.5 trillion in needless annual fees, which are not sustainable in a free economy.

The backbone of our company is always to place the interest of clients first, and please note:

  • The combined proprietary products had outstanding firmwide, independently verified ten-year rolling period return/risk performance until funding was lost;
  • External and internal research show that the positive portfolios factors implemented into portfolios are essentially timeless;
  • The products and services are almost unique and highly scalable;
  • Neither the firm nor any employee have ever had a complaint or regulatory action.

Both positions depend on Midwest closing one or more large mandates and / or securing additional funding over the next three to six months. Meaningful ownership can be included in the compensation package, and the candidates will be honest, competent, and industrious.

Marketing Manager Responsibilities

A seasoned professional is needed to build and implement the comprehensive domestic and eventual international marketing processes to close institutional and high net worth (including trusts and estates) prospects.  In addition, to capture the younger generation a separate marketing strategy is being developed for portfolios with just $200,000 (that amount will be reduced as AUM grows).

The second responsibility will be to hire and develop a sales staff.

Preferred Qualifications

MBA specializing in marketing and finance, and ten years traditional and digital marketing experience.  International exposure and CFA are also helpful.

Research Manager Responsibilities

A seasoned professional is needed to help maintain and build domestic and international QuantVal®, quantitative value, equity institutional portfolios.  The combined portfolios cover the $75 trillion segment (1/4 of the global public securities).

Second responsibility involves passive research in the high net worth (including trust and estate) and retail segments.

Preferred Qualifications

MBA specializing in Finance and Accounting, ten years’ experience building equity and fixed models and implementing portfolios.  International exposure and CPA or CFA are also helpful.

Summary

A solid understanding of entrepreneurship and the opportunities / obstacles are needed. A base salary, healthcare insurance, and initially non-voting or voting ownership may be included.

For those seeking a challenging and rewarding (financial and non-financial) career please submit a resume and optional cover letter to James.Byrd@quantmanagement.com.  Please do not call.

Note: The firm is also expected to post sales position opportunities in the coming months.