Portfolio Manager, InTrack Investment Management is privately owned RIA; business dev experience

Norwich, Vermont and South Burlington, Vermont
simple employee plan, health care, normal benefits package
17 Mar 2023
16 May 2023
255 code reference; you have $30MM under mgt
CFA Charterholder
Employment Type
Full Time

Job description

InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, complex family trusts, local governments, and 401(k) plans. At InTrack, we help our clients navigate change and stay on course to achieve their long-term goals with consulting, investment management, and financial planning. Our mission is to help them build and sustain wealth while being an ever-present, trusted resource.

We are currently expanding our client base and have an excellent opportunity for an individual to join our firm as a Portfolio Manager. In this role, you will work closely with our client families and get to know them, then decide the best investment plan based on income, cash requirements, attitude toward risk, expected time horizon and return expectations of the investments and market conditions. You will have a chance to grow with our firm as well as contribute to the decision-making process and business strategy.
The right candidate for this position will possess experience in a similar setting, working for a privately owned registered investment advisor, managing portfolios for individuals and families, counseling them on their personal financial strategies, and managing their portfolios. This is a client facing position.

Essential Functions

•Construct a portfolio and actively manage the portfolio to achieve benchmark investment returns. Manage risk and maintain the parameters stated in the client’s Investment Policy Statement.
•Use knowledge of asset allocation to apportion portfolio assets into equities, fixed-income, cash and cash equivalents.
•Prepare materials for presentations to clients and prospective clients’ and clearly articulate investment strategies, investment instruments and the benefits and shortcomings of the strategies and instruments.
•Maintain an in-depth understanding of global and domestic market conditions, economic trends and economic outlook. Have a knowledge of and insight into industry sectors. Be well read.
•Research and analyze complex factors and make recommendations on investment opportunities including recommendations to add or remove a security from the approved list.
•Use E-money software for financial planning.
•Ensure compliance with investor disclosures, privacy laws, Securities and Exchange Commission’s Investment Advisers Act of 1940 and InTrack Investment Management’s Code of Ethics, policies and procedures. Submit compliance reports on time. Maintain a culture of compliance.
•Uphold a fiduciary responsibility to act with care, honesty and good faith. Always act in the best interest of the client and make investment decisions independent of and free of bias.
•Be active and present in the community, volunteer, establish relationships with COI’s, prospective clients and other professionals. Be comfortable in social situations and able to speak about InTrack’s mission and the services we provide.

Qualifications and Skills

•Bachelor’s Degree in Finance or related field.

•CFA preferred; MBA preferred

•Ten years or more non-institutional, individual portfolio management experience

•Experience with Wealthscape, Orion and various CRM systems.

•Knowledge of ESG, SRI and impact investment strategies

.•Attention to detail and excellent organizational skills.

•Strong and polished oral and written communications skills.

•Excellent listening, questioning and communication skills.

•Five years of business development experience; progressive success profile

*An individual that does not sit at a desk all day pushing buttons. They are driven to meet people and develop   relationships with COIs, law firms, accountants, etc.

.•You currently manage over $30MM in assets with a diverse client base.

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