Portfolio Manager

Location
Charlottesville, Virginia
Salary
Compensation to match experience.
Posted
Aug 30, 2017
Closes
Sep 29, 2017
Ref
PortfolioManager2017
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

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