SVP-Portfolio Manager

About the Role

The primary responsibility of the Senior Vice President, Portfolio Manager is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. The SVP, PM will communicate regularly with and make presentations to clients, prospects, and referral sources. The SVP, PM is also expected to significantly participate in and contribute to the firm's growth through business development and wider strategical efforts.

Responsibilities

• Manage portfolios to achieve client objectives
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
• Meet with clients on a regular basis
• Communicate with and make presentations to clients, prospects and referral sources
• Participate in Business Development initiatives to achieve established goals for new revenues
• Work with Client Administrators on shared accounts

Qualifications

• Bachelor's degree from an accredited university
• MBA from a good business school and CFA designation
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
• Strong investment research experience
• Investment experience with alternative assets a plus
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
• Superior ability to identify and build relationships with qualified prospects

Personal Characteristics

• Strong people skills
• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people oriented
• Highly organized with good time management skills
• Meticulous attention to detail
• Valid driver's license and the ability to travel by airplane

Compensation

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $200,000 - $300,000.

This position is also available in our San Francisco office.