Portfolio Manager

About the Position:

The Legacy Foundation is a financial planning and wealth management firm, seeking a Portfolio Manager to construct risk-appropriate portfolios. The successful hire will provide research and guidance on portfolio construction for retirement and non-retirement assets, as well as general market insight. Applicants should have hands-on experience with portfolio management. A focus on retirement portfolios is ideal. Assets included in our portfolios are individual stocks, ETFs, and mutual funds.

About The Legacy Foundation:

Come work for a firm that is driven by its mission to educate and expose clients to opportunities in Environmental, Social, and Corporate Governance (ESG) investing. The Legacy Foundation is based in Charlottesville, Virginia, and specializes in providing university professionals with comprehensive financial planning and wealth management services. We strive to create an advocacy environment for our clients to help them achieve their financial goals through a customized approach in all areas of financial planning. We pride ourselves on the wonderful multigenerational partnerships we have created with our clients in the community and around the nation. The Legacy Foundation is a certified B Corporation™, and we are proud to meet the highest verified standards of social and environmental performance, transparency, and accountability. We are part of a global movement of leaders using business as a force for good.

Skills and Competencies:

Required Skill Set:

• Graduate degree focused on Finance, Economics, or Accounting
• CFA (Chartered Financial Analyst) or CMT (Chartered Market Technician) designation
• Strong communication skills and professional acumen
• Well-developed analytical skills related to evaluating securities and portfolio construction
• Strong organizational and time management skills with the ability to set priorities and meet deadlines
• Well-versed with retirement accounts and investment strategies
• Experience with analytical software and willingness to work with algorithmic software

Tasks:

• Asset analysis
• Client portfolio analysis
• Portfolio allocation optimization
• Creation of dynamic portfolios with specific goals
• Trading, including strategic reallocation of portfolios
• Preparation of client presentations for annual account reviews
• Creation of reports for client use
• Client communication via weekly newsletters including economic updates
• Answering client questions with regard to portfolios
• Understanding individual clients’ investment policies & putting together solutions
• Engaging with clients

Compensation & Perks:

• This will be a full-time W2 position
• Competitive compensation
• Retirement program and healthcare benefits