Portfolio Manager

FREQUENT CONTACT

Frequent contact with clients through in person meetings, phone and written communication.

DUTIES AND RESPONSIBILITIES

• Prepares and reviews client reports.
• Provides advice and strategies related to clients’ investment portfolios.
• Regularly reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
• Trades individual securities, ETF’s, mutual funds, and alternatives to ensure they are in line with their IPS guidelines.
• Participates in business development process for prospective clients.
• Might participate in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee.
• May participate in MLP committees.
• Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
• Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
• Reviews private opportunities and conducts other ad-hoc research for clients.

EXPERIENCE/CREDENTIALS

• 10+ years of experience in investment management field.
• Broad background in financial markets.
• Bachelor's degree in Finance or Economics preferred.
• MBA or CFA preferred.

COMPETENCIES

• Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
• Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
• Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
• Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
• Understands the big picture while still demonstrating attention to detail.
• Strong oral and written communication skills.
• Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
• Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.

FEATURED BENEFITS

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement