Portfolio Manager

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

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.