Portfolio Manager - Investment Advisor - DC Metro Area
- Employer
- Heritage Investors Management Corp
- Location
- Bethesda, Maryland (US)
- Salary
- Competitive Salary plus Bonus, Profit Sharing, and Benefits
- Closing date
- Nov 6, 2022
View more
- Job Function
- Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Masters
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Heritage Investors Management Corporation, based in Bethesda, MD, is an SEC-registered investment advisor managing approximately $3 Billion in assets. Established in 1975, Heritage has consistently delivered value to its clients by understanding their financial objectives and utilizing a disciplined, time-tested investment process that effectively achieves them. Heritage is proud of its track record and its focus on the individual client as the basis for its investment strategy.
We are searching for a Portfolio Manager to construct and manage portfolios of individual equity and fixed income securities for our private wealth clients. The successful candidate will be a financial analyst with strong academic credentials and an investment philosophy with a long-term time horizon. The individual will be energetic, a strong team player, and have a desire to build a long term career with the firm. Heritage offers professional, personalized investment management to meet the individual objectives of its clients. Each portfolio is tailored to meet the needs of the client, and includes individual equities and fixed income securities selected to meet a client’s objectives and goals. Heritage utilizes a bottoms up methodology with a top down overlay when constructing and reviewing portfolios. All Portfolio Managers are tasked with supporting the fundamental research process that underpins our investment approach.
Skills:
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Experience in research or portfolio management
Strong fundamental research skills
In-depth understanding of financial models, securities analysis and valuation techniques
Ability to work and make decisions independently within a collaborative team environment
Ability to organize and assimilate large amounts of information quickly
MBA and willing to pursue CFA designation
Excellent written and oral communication skills
Comfortable in a small office environment
Self-motivated and highly analytical
Unquestionable integrity and dependability
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Full Medical Insurance
Dental, life and disability insurance
Eligibility for 401k/retirement plan and profit sharing after 1 year of employment (at first opening thereafter)
Parking or Metro Card assistance
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