Portfolio Manager

About the role

Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee discussions, and serving as a trusted resource to advisors and clients on market trends and opportunities.

Goals

• To understand, articulate and emulate the firm's purpose and core values
• To become an integral part of the Foster Victor team, culture and workflow
• Effective problem solver
• Ability to thrive in a fast-paced, high-volume environment

Responsibilities

• Lead research and portfolio strategy, with subject matter expertise in growth and technology sectors
• Conduct fundamental analysis including earnings reports, filings, and third-party research
• Identify new investment opportunities and recommend portfolio additions, adjustments, or replacements
• Present sector trends, investment ideas, and allocation recommendations to the Investment Team
• Manage ongoing portfolio oversight and implementation
• Regularly review holdings and asset allocations across models
• Execute approved portfolio changes and monitor performance against objectives
• Help manage fund wholesaler relationships
• Participate in client meetings as the Investment Guru
• Collaborate on investment tools and research for advisor and client education
• Participate in Quarterly Best Execution Committee meetings
• Contribute to Monthly Investment Committee meetings
• Collaborate on monthly/quarterly Client newsletter on markets
• Review QL 401k models and outside 401k recommendations
• Supervise cost-basis analysis for incoming and existing accounts
• Collaborate on the creation and maintenance of all investment collateral

Qualifications

• Chartered Financial Analyst (CFA)
• Bachelor's Degree
• Series 65 (preferred)
• 10+ years of Investment and Portfolio Management Experience
• Growth and technology sector experience preferred
• Attention to Detail, Organized, Well-Spoken