Vice President - Portfolio Manager
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
About the role
The primary responsibility of the Vice President, Portfolio Manager is to manage client portfolios consisting of equities, fixed income, cash, and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the Portfolio Manager will participate in and contribute to the investment department through macroeconomic, industry, and company research. The Portfolio Manager will communicate regularly with and make presentations to clients, prospects, and referral sources. The role also includes participation in the firm’s growth through business development efforts.
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
Requirements
- Bachelor’s degree from an accredited 4-year university
- MBA from top-tier business school (preferred, not essential)
- CFA designation (preferred, 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
- Valid driver’s license and the ability to travel by airplane
Benefits
- Excellent medical, dental, and vision plans
- Life and long-term disability insurance
- 401(k) with company match
Pay
Competitive base salary range: $150,000 - $200,000, plus performance bonus and equity consideration.