Portfolio Manager

We are a boutique firm with approximately $200M in assets, 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.

Skills and Competencies

  • Graduate degree focused on Finance, Economics, or Accounting. 
  • CFA (Chartered Financial Analyst) designation.
  • Well-developed analytical skills related to evaluating securities and portfolio construction. 
  • Well-versed with retirement accounts and investment strategies.   
  • Experience with analytical software and willingness to work with algorithmic software.

The ideal candidate will have an entrepreneurial approach to assignments, taking ownership of tasks, and focusing on long-term career development. While this person will be focused on portfolio analysis and creation, interpersonal skills are highly important.

Tasks

The Portfolio Manager is responsible for:

  • Client portfolio analysis
  • Asset analysis
  • Portfolio allocation optimization
  • Creation of dynamic portfolios with specific goals
  • Trading
  • 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
  • Coordinate with assistant research analyst