Portfolio Manager

Location
Philadelphia, Pennsylvania
Salary
Compensation will be competitive and will depend on the Candidate's experience and background
Posted
May 30, 2019
Closes
Jul 29, 2019
Employment Type
Full Time
Education
Bachelors

Mitchell Sinkler & Starr is an SEC-Registered Investment Advisor located in Philadelphia, Pennsylvania. We provide comprehensive investment advice and service to high net worth individuals, trusts, estates, retirement accounts, and charitable institutions. 

At Mitchell Sinkler & Starr, our Portfolio Managers are responsible for:

  • Top-down economic and industry level analysis
  • Bottom-up fundamental research of individual companies
  • Portfolio construction of separately managed accounts including stocks, equity exchange traded funds, and individual bonds
  • Development of client goals, objectives, and asset allocation
  • Financial planning and other wealth management services
  • Creating and presenting client-facing materials
  • Direct client service through meetings, email, and phone calls
  • New business development

We are looking for candidates with the following qualifications:

  • A minimum of five years’ experience in Investment Management, Wealth Management, or Financial Planning
  • A Bachelor’s degree
  • A CFA Charterholder, significant progress towards obtaining a CFA Charter, or an MBA
  • Strong communication, presentation, and written skills
  • Experience working with private clients
  • The ability to work both within a team and independently
  • A demonstrated interest in equity investing
  • Strong personal references

Relocation assistance is not available; candidates must live within the greater-Philadelphia area.