Portfolio Manager

Location
Pittsburgh, Pennsylvania
Salary
Salary plus bonus commensurate with experience
Posted
Sep 23, 2021
Closes
Nov 22, 2021
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking a Portfolio Manager / Jr Portfolio Manager for its Pittsburgh, PA office. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets on behalf of HBKS client portfolios.

HBKS Wealth Advisors is hiring a Portfolio Manager (PM). The PM will report to the firm’s Chief Investment Officer and support the firm’s asset management function. This person will be responsible for the analysis and recommendation of various investment opportunities in the public and private markets, with a focus on Fixed Income opportunities, on behalf of HBKS client portfolios. The PM will participate on the firm’s Investment Policy Committee and in the asset allocation decisions of the firm’s client portfolios. The PM also provides the research and data needed on a variety of economic and market issues for the committee to make sound investment decisions on behalf of the HBKS clients. The PM also will assist the Financial Advisors on an occasional basis in one-on-one meetings with clients and prospects.

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