Portfolio Manager

Location
Phoenix, AZ
Salary
Up to $100,000 per year + benefits
Posted
02 Mar 2021
Closes
16 Mar 2021
Employment Type
Full Time
Education
Bachelors

Who we are:

We are a growing registered investment advisory firm with offices in Phoenix, Arizona and Irvine, California. The wealth management division provides fee only wealth management services to individuals and families.  The institutional services division provides retirement planning consulting services to retirement plans in both the public and private sectors.

Job Type: Full-time

Job Summary

The primary job responsibilities of the Portfolio Manager are as follows:

  • Manage approximately 100 customized client portfolios made up of individual stocks, mutual funds and ETFs;
  • Investment research on existing holdings in clients’ portfolios as well as continuously generate new buy/sell ideas;
  • Conduct portfolio reviews with clients and manage those relationships to maintain clients’ confidence in our expertise. Clients need to trust the portfolio manager as an investment expert and the go to person for questions on the economy and investment climate;
  • Member of the Investment Committee;
  • Provide investment outlook and write monthly investment outlook and quarterly newsletter;
  • Provide support in sales and marketing including presentations at investment and financial planning workshops

Qualifications and Skills

Requirements

  • Chartered Financial Analyst (CFA) preferred. Certified Financial Planner and MBA degree are also desirable;
  • 5 years or more experience in research and portfolio management and client facing role;
  • Excellence in Microsoft Excel, Word, PowerPoint and Outlook
  • Strong knowledge in portfolio accounting software and client relationship database are important. Specific experience with Tamarac Advisor View and Advisor Rebalancing, and Salesforce will be a plus
  • Excellent written and verbal communication skills
  • Strong interpersonal skills and ability to establish and maintain a cooperative and effective working relationship with clients and colleagues
  • Great attention to detail with a high-level of accuracy
  • Strong initiative, self-starter and has the ability to multi-task
  • Enjoy working in a small office environment
  • Efficient time management and organizational skills and the ability to determine work priorities to meet schedules and time lines
  • Strong work ethic and flexibility

Benefits

 

  • Salary $80,000 to $100,000
  • Potential for eventual advancement to partner and employee ownership
  • Prime location in Central Phoenix
  • Performance based bonus opportunities
  • Employer paid Medical and Dental Plan
  • 401k retirement plan with employer matching

If interested, please email GLAU@BFSG.com

Attach your resume with cover letter to explain why you are interested in the position.

 

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