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.
- 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: firstname.lastname@example.org with ‘Portfolio Manager’ in the subject line.
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