Covestor and CVIM Blog

Updated Performance Stars

  Today you may notice on the site that the number of performance stars you have has changed slightly. This is the result of a bug fix spotted by a couple of members, whereby we weren't accurately updating the stars given changes to their historic transactions.

The performance stars are a great guide to consistency. A star is given for each quarterly period of consistent monthly benchmark out performance. For a member to accumulate a number of stars therefore implies consistent monthly out performance over an extended period. When looking at the rankings for example it is therefore a good place to start in finding successful stock market investors to follow. Contact us if you still have questions about how your stars are calculated.

More Useful Tools

 Following on from a previous post about useful tools for investors we continue to be approached about new offerings asking us to promote them to our community. We have no association with any of these organizations but thought we might highlight a few more to follow up on directly if you are interested:

Useful tools w/c 10/06/08

• SmartStops - Sell Triggers: As the company describes them SmartStops are sell indicators that help you identify when your stock or ETF is likely to continue a price decline. Use SmartStop triggers to quickly respond to current market conditions and make exit decisions that better protect gains and guard against losses.
• Stock Twits - Twitter Stock Notifications: Popular Twitter based service Stock Twits allows you to track stock related tweets from a single destination. On their site you can see what stocks people are talking about and who is saying what.
• FeedTheBull - Digg for the stock market: Member ratings of recent stock related articles from across the web.

As before, let us know if there are on-line tools that you use and think would be valuable for us to highlight to the community.

Job Opportunity: Client Services Manager, New York

Covestor Investment Management (CVIM) is the Registered Investment Advisory arm of Covestor. It offers its clients a managed account service with investment models based on the portfolios of the self-directed investors who share their positions on the Covestor.com website.

We are seeking a hands-on Client Services Manager to assume responsibility for CVIM Client relations. The successful candidate will manage relationships with Covestor’s clients and build the necessary supporting processes.

Responsibilities include:

•    communicating CVIM’s product offerings to prospects

•    managing the client take on process

•    providing ongoing customer service and support to CVIM’s client base

•    managing the sales pipeline and outreach to prospects

The successful candidate will work closely with the Trading and Compliance teams.

The position requires a rigorous, detailed and self-confident individual with strong project management skills and excellent written and oral communication. 

You will be passionate about customer service, having held similar customer facing roles for at least 5 years.  Prior sales experience is desired but not mandatory.

This is a key position in our New York office, one of the first hires for CVIM, reporting to the President.

What to do Next...
This is a fantastic opportunity to join a dynamic, innovative, start-up company at the cutting edge of finance.  If you're a passionate and energetic individual with the necessary gravitas and relevant experience, don't delay!  Send us your resume and current salary details together with a short summary detailing specific experience related to fulfilling this challenging and exciting role to jobs [at] covestor.com.

Please apply before 17 October 2008.

** Note: We are unable to consider applicants not entitled to work in the United States or unable to attend interviews in New York. **