Vice President - Portfolio Manager

Primary Responsibilities

• Manage portfolios to achieve client objectives
• Make and implement investment decisions
• Maintain asset allocations within client guidelines and department policies
• Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
• Lead or assist in internally managed strategies and asset allocation
• 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

Desired Skills/Experience

• Bachelor’s degree from an accredited 4-year university
• MBA from top-tier business school, preferred but not essential
• CFA designation preferred but not essential
• 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

Pay

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: $150,000 - $200,000.