Portfolio Manager

About the role

Serving on the firm’s Investment Strategy Group, you’ll take the lead on providing input on strategic and tactical asset allocation guidelines for portfolios throughout the firm. Overseeing the trading and rebalancing of client portfolios, developing operational processes and trading efficiencies will also fall under your purview. Additionally, you’ll compose relevant and timely investment commentary for clients and client-facing team members.

Responsibilities

• Take the lead on providing input on strategic and tactical asset allocation guidelines for portfolios throughout the firm.
• Oversee the trading and rebalancing of client portfolios.
• Develop operational processes and trading efficiencies.
• Compose relevant and timely investment commentary for clients and client-facing team members.
• Guide and mentor your team of Associate Portfolio Managers and Portfolio Administrators.

Requirements

• Bachelor’s degree in Finance or related field
• CFA required
• 5+ years of experience in a similar role
• Experience with Bloomberg, Morningstar, and Tamarac or similar systems
• Proficiency in Microsoft Office

Qualifications

Your background should align with the following:

• Collaborate with colleagues and demonstrate your wealth management expertise
• Lead strategic and tactical asset allocation guidelines
• Manage and oversee trading and rebalancing of client portfolios
• Develop operational processes and trading efficiencies
• Compose relevant and timely investment commentary
• Mentor and guide your team of Associate Portfolio Managers and Portfolio Administrators

Skills

• Strong communication skills
• Ability to manage multiple tasks and priorities
• Knowledge of Bloomberg, Morningstar, and Tamarac or similar systems
• Proficiency in Microsoft Office

Benefits

• Fully paid medical, dental, vision, short-term and long-term disability, and life insurance
• 100% company match on your 401(k)
• Internal stock opportunities
• PTO
• Wellness reimbursements
• Paid sabbaticals
• Annniversary bonuses

Pay

$160K – $200K DOE

Schedule

This is a hybrid role where you can enjoy a generous company contribution towards either parking or a transit pass.

Company

Join this employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for the past three decades!

How to Apply

To apply, please click the apply button and attach your resume as a PDF or Word doc.