We are seeking a Portfolio Manager to support a team of advisors in reviewing, designing, and implementing portfolio strategies for our clients. You will work directly with other Portfolio Managers, client Relationship Managers, the firm’s Investment Committee, and portfolio management software. Thorough computer skills are essential, particularly a knowledge of Excel.
The focus of this job is on producing high quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential, requiring patience and a willingness to handle and complete one task at a time.
The work environment is professional, based on known relationships with people and well-defined processes.
Job knowledge and competency are built through structured step-by-step training and positive, supportive coaching from management and peers. This position is designed to develop a valued technical expert, who, recognized and supported by management and a stable work environment, can deliver quality work on a consistent basis.
Candidates that fit into our firm and culture have excellent communication skills, believe in a holistic financial planning and portfolio management focus for high-net-worth clients, a tactical asset allocation management philosophy, and a commitment to a fulfilling work/life balance.
Career Path
The Portfolio Manager position will be an entry-level position as described above.
By the end of the first year of service, you will be expected to begin the process to earn your Certified Financial Planner (CFP®) designation. Obtaining this designation will be a long-term requirement of the job.
As you gain Portfolio Management and CFP® education and experience, you will be given additional responsibilities as the primary Relationship Manager for certain clients of the firm.
As the firm continues to mature and grow, there are exceptional opportunities for your personal and career growth.
The firm owners are looking for a long-term fit and the right candidate may have the opportunity to grow into a future owner of the firm.
Initial Key Areas of Responsibility
Understand the firm’s investment philosophy and allocation strategy.
Use technical/analytical skills to master the firm’s rebalancing software.
Helpful, supportive communication with members of the Client Service Team to learn about clients and implement/monitor appropriate portfolios for clients.
Prepare portfolio reviews, investment policy statements, and asset allocation for client and prospect meetings.
Perform post-meeting activities including documentation of meeting notes, analysis of risk tolerance, and portfolio implementation.
Regularly monitor clients’ financial situations with attention to detail and accuracy.
Interact with clients over the phone, virtually, and in person professionally and respectfully.
Work with the custodial platforms, rebalancing software suite, and financial tools.
Key Qualifications
B.A. or B.S. degree from an accredited four-year university
CFP® certification preferred, but may be obtained while working
Organized, with a strong attention to detail
Ability to understand the logic of our trading software
Strong technical and analytical financial skills
Strong verbal and written communication skills
Strong interpersonal skills
Ability to identify, meet, and follow through with client needs and requirements
Must be a self-starter, problem solver, and a goal-oriented team player
Able to work independently
Able to multi-task when needed
Show curiosity and confidence when dealing with clients and principals
Above average knowledge of Microsoft Excel and Word
Benefits
Competitive salary with performance-based pay program and long-term career track available
Three weeks starting vacation (pro-rated first year)
Professional development budget for CFP® studies, CE, conferences, and training
Paid professional dues
Mentorship and learning opportunities
We truly have a team environment that fosters collaboration and always puts the client first. If you enjoy being part of a team and continuous learning, this would be the ideal opportunity for you.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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