Portfolio Manager

Responsibilities

• Manage investment portfolios.
• Work with the Investment Policy Committee on establishing ongoing investment direction.
• Perform ad hoc fundamental research to assist in the development of new portfolio themes and strategies, focusing on macroeconomic trends and asset class valuation (equity, fixed income, alternatives).
• Conduct ETF due diligence using research software such as Bloomberg Professional and Morningstar Direct, and interact directly with ETF providers.
• Utilize the firm’s portfolio management system (PMS), Orion, to fulfill client reporting requirements.
• Support the production of the firm’s regular (weekly, monthly, quarterly) research publications.
• Maintain proficiency in, and demonstrate ongoing compliance with, all laws and regulations applicable to this position, ensuring adherence to pertinent policies, procedures, and internal controls, and meeting all training requirements in a timely manner.

Qualifications

• Bachelor’s degree (preferably in Finance, Economics or Accounting) with a strong academic track record.
• Experience in the financial or brokerage industry required.
• Minimum of 3 years of experience required in securities analysis and portfolio management.

Skills

• Strong verbal and written communication skills.
• Excellent analytical and quantitative skills.
• Proficiency in spreadsheet modeling, graphing, and presentations.
• Proficient with the Bloomberg Terminal.
• Ability to work independently under minimal supervision.
• Pursuing or completed CFA Charter.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase.

Benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Information: Minimum USD $66,000.00/Yr., Maximum USD $108,804.00/Yr.