Associate / Junior Portfolio Manager

  • Assist investment research process and demonstrate detailed understanding of our investment portfolio and respective industry coverage group.
  • Generate actionable investment ideas consistent with our investment philosophy that seek to outperform the broad stock market.
  • Provide timely and useful portfolio recommendations of assigned associate portfolios with working knowledge of relationship history and specific client considerations.
  • Develop working knowledge of estate, tax, and retirement plan structures and their role in the portfolio management process.
  • Assist in the creation of Beese Fulmer’s Financial Foresight Analysis.
  • Assist in day-to-day client portfolio tasks, such as: gifting, donations, RMD’s, raising cash.
  • Ability to develop effective reports with excellent written and verbal communication, expressing complex ideas easily.
  • Accurate and timely execution of trading across all custodians and asset classes.
  • Assistance in creating and executing firm-wide block trades.
  • Mastery of portfolio manager and custodian software.
  • Assist in back-office trade processes.
  • Assist in timely and accurate completion of account paperwork and money movement processes.
  • Update and maintain composites and marketing presentations/compliance committee.
  • Understand and adhere to Beese Fulmer’s client service standards and the importance of exceptional client relationships.