Portfolio Manager

Location
Reston, Virginia
Salary
Salary is base plus incentives, commensurate with experience and qualifications
Posted
Apr 04, 2018
Closes
May 04, 2018
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

We are seeking an experienced Portfolio Manager with a focus on managing client relationships and generating referrals. The job offers a partnership track and opportunity to obtain equity in the business.

The Firm

Burney Company is a fee-only Registered Investment Advisor founded in 1974 by retired Brigadier General Jack Burney and located in Reston, VA. The firm manages $1.7 billion, primarily for mass-affluent & high net worth individuals. We specialize in creating active, US equity portfolios for our clients using a structured, quantitative process. Burney Partners, the division for which this job posting applies, is the largest division within the Burney Company, serving approximately 1,100 clients that make up $1 billion of the overall AUM of the firm. Additionally, as another division within the Burney Company, Burney Wealth Management combines Burney Company’s investment expertise with comprehensive wealth management services.

Role & Responsibilities

  • Serve as the primary investment contact for many of our most important relationships
  • Work with the Investment Management team in the construction of portfolios
  • Prepare and conduct portfolio reviews
  • Communicate with clients quarterly via phone, email and in person
  • Develop relationships with clients to better understand their investment needs and changing life circumstances
  • Identify opportunities to refer clients who could benefit from additional wealth management services to our Wealth Management team
  • Identify opportunities to consolidate investments
  • Identify and pursue client referrals
  • Work collaboratively with our team to deliver a great client experience
  • Manage client pipeline and follow up in our CRM system (Salesforce)

Qualifications

  • Bachelor’s degree or higher
  • CFP and/or CFA designation
  • 10 years or more experience managing client portfolios and direct sales with investment clients
  • Excellent verbal and written communication skills
  • Experience utilizing CRM systems and comfort with FinTech solutions
  • Candidates must have a clean compliance record

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