Porfolio Manager

Location
Charlottesville, Virginia
Salary
Commensurate with experience
Posted
Jul 12, 2018
Closes
Aug 11, 2018
Certifications
CFA Charterholder
Employment Type
Full Time

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: 

 

Required Skill Set: 

 

  • Graduate degree focused on Finance, Economics, or Accounting.
  • CFA (Chartered Financial Analyst) designation.

  • Strong communication skills and professional acumen.

  • Well-developed analytical skills related to evaluating securities and portfolio construction 

  • Strong organizational and time management skills with the ability to set priorities and meet deadlines.

  • Well-versed with retirement accounts and investment strategies.

  • Experience with analytical software and willingness to work with algorithmic software.

 

Tasks:

  • Asset analysis
  • Client portfolio analysis
  • Portfolio allocation optimization
  • Creation of dynamic portfolios with specific goals
  • Trading, including strategic reallocation of portfolios
  • 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
  • Coordination with assistant research analyst

 

Interested candidates may apply by emailing a current resume and cover letter to The Legacy Foundation at:  info@yourlegacyfoundation.com  with ‘Portfolio Manager’ in the subject line.