Portfolio Manager

Empirical is an independent RIA managing almost $8 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high-net-worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth. Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. Job Description We are seeking a talented Portfolio Manager to join our team. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients. Key Responsibilities Portfolio rebalancing and trading,Communication with high-net worth individuals, including:Working with financial advisors to design client investment strategiesDirect client communication regarding execution of trades and any investment/portfolio questionsPerformance calculation and reportingAnalysis of prospective client’s investment portfoliosConducting investment researchAssisting the CIO and Investment Team in evaluating new investments/strategiesHelping conduct due diligence on private/alternative investmentsNotifying advisor/client of cash flow issues, account restrictions, etc. Qualifications 4 – 8 years work experience in finance and investments requiredBachelors in Finance, Economics or Statistics or related subject required; Master’s preferredCFA requiredCAIA or CFP is a plusAbility to do independent research and strong attention to detailExcellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the positionAdvance knowledge of Microsoft ExcelFriendly, strong desire to learn and ability to take directionAbility to work in a team environment Compensation Competitive salary ($200,000 – 250,000) plus opportunity to participate in client asset growth, as well as bonus potentialBenefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company401(k) Plan with match Our Culture Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.