Portfolio Manager

Primary Responsibilities

• Portfolio construction and implementation tailored to individual client goals and risk profiles
• Ongoing monitoring, rebalancing, and tax-loss harvesting
• Investment research and due diligence across asset classes
• Developing and maintaining Investment Policy Statements (IPS)
• Performance reporting and client communication on portfolio results
• Perform other duties as deemed necessary or as directed.

Required Credentials

• Bachelor’s degree
• Series 65
• Completion of CFP® or CFA designation
• CPA, JD, CHFC, or another approved advanced designation/degree – 7-10+ years of industry experience

Skills & Competencies

• Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook
• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
• Experience with portfolio construction, asset allocation, and investment analysis
• Strong understanding of capital markets and portfolio risk management
• Must accept and thrive in a fast-paced, changing environment
• Tenacious about doing what is right for the client – always

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits