Portfolio Manager - San Francisco

Recruiter
Verus
Location
San Francisco, California
Salary
TBD
Posted
19 Jan 2022
Closes
18 Feb 2022
Employment Type
Full Time

Verus is in search of a Portfolio Manager to join our office in Seattle, WA, Pittsburgh, PA, San Francisco, CA, or Los Angeles, CA. The successful candidate will have two to five years of experience in portfolio management, manager research, external portfolio manager programs, and/or institutional consulting.

The Portfolio Manager is primarily responsible for constructing and managing portfolios over which we have discretion, performing appropriate research and analysis on possible investment strategies for inclusion in portfolios. They will interact with the risk and research teams on a regular basis and function as part of the investment team on the strategic investment direction for the firm, translating agreed structure and tilts into portfolios. They will implement decisions reached, work alongside the operations team to ensure effective trading outcomes and interact with consultants and clients throughout the investment process to ensure client objectives and constraints are properly addressed. 

Portfolio Managers are expected to have a good understanding of asset allocation. They are in a unique position within the financial services business in that they bridge both consulting and investment management, offering expertise and scale to become an extension of staff to the clients that Verus serves in the capacity of OCIO. 

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Prerequisites:

  • Bachelor’s Degree required;
  • CFA, CAIA, and Master’s Degree desirable

Salary: TBD

To apply please visit our Verus Career Website here: https://www.verusinvestments.com/careers/

Verus is an Equal Opportunity Employer.

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