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Portfolio Manager

Employer
HBKS Wealth Advisors
Location
Pittsburgh, Pennsylvania
Salary
Salary plus bonus commensurate with experience
Closing date
Nov 22, 2021

Job Details

HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking a Portfolio Manager / Jr Portfolio Manager for its Pittsburgh, PA office. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets on behalf of HBKS client portfolios.

HBKS Wealth Advisors is hiring a Portfolio Manager (PM). The PM will report to the firm’s Chief Investment Officer and support the firm’s asset management function. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets, with a focus on Fixed Income opportunities, on behalf of HBKS client portfolios. The PM will participate on the firm’s Investment Policy Committee and in the asset allocation decisions of the firm’s client portfolios. The PM also provides the research and data needed on a variety of economic and market issues for the committee to make sound investment decisions on behalf of the HBKS clients. The PM also will assist the Financial Advisors on an occasional basis in one-on-one meetings with clients and prospects.

Company

The principal focus of HBK Wealth Advisors (HBKS) is providing personal financial planning advice and services to families along with wealth and asset management services to individuals, families, corporations, nonprofits and other institutions. HBKS currently manages or supervises over $1.6 billion for our clients. HBKS is part of the Hill Barth & King LLC (HBK) family of service firms and organizations. HBK is a 65-year-old personal services firm with offices in Pennsylvania, Ohio and Florida. HBK has over 300 employees and 50 partners covering these market areas. For HBKS, having access to the resources of a top 100 accounting firm from a tax and estate planning standpoint represents a significant competitive advantage for both our personal and corporate clients sponsoring qualified retirement plans.
Company info
Telephone
-REQUIRED-
Location
5121 Zuck Road
Erie
PA
16506
US

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