Investment Manager

Investment Manager Job Description

I.     MISSION

Olympus Wealth Management provides complex financial planning and institutional investment management solutions to high-net-worth and ultra-high-net-worth families. More specifically, it provides sophisticated planning to address the complexities that wealthy families face, investment management tailored to the unique needs and risk profile of its clients, first-class service with a focus on fewer, larger relationships, and a multi-family office that can be a client’s family CFO and gatekeeper.

The Investment Manager is an experienced investment professional who performs the responsibilities below.  

II.    RESPONSIBILITIES

Investments and related matters for existing clients

• Participate in the following in coordination with CIO:
• Monitoring, researching, and synthesizing economic and market data and trends
• Building and maintaining efficient asset allocations
• Analyzing tactical shifts to model portfolios and making recommendations to investment committee
• Selecting managers and ongoing due diligence
• Trading of portfolios
• Sourcing and researching private investments
• Providing regular reporting to investment committee
• Managing investment discussion for larger and more complex client relationships identified by the CIO
• Drafting regular investment communication

Investments and related matters for prospects

• Help Wealth Advisor team to close and onboard new business
• Introduce investment philosophy and process
• Oversees risk tolerance assessments, investment policy statements, and transition and phase-in plans
• Identify new business opportunities and integrate Wealth Advisor team
• Increase firm revenue and assets under management
• Spend time with clients to promote referrals
• Spend time with attorneys, accountants, and other professionals who work with high-net-worth and ultra-high-net-worth clients
• Participate in networking groups where industry representatives gather to share connections
• Attend community networking events
• Participate in industry groups or on boards where we can demonstrate expertise
• Training and mentoring of team members
• Meet with team members on a regular basis
• Cultivate the culture of servant leadership

III.   QUALIFICATIONS
Experience and Education:

• Bachelor’s degree required; graduate degree preferred
• SME in investments for HNW/UHNW clients
• CFA preferred
• 7+ years direct investment experience with HNW/UHNW clients

Skills and Knowledge: 

• Excellent communicator (verbal, written and listening)
• Strong interpersonal skills (integrity, humility, respect, empathy)
• Effective working in a team setting
• Proven ability to manage multiple client relationships
• Extensive and up-to-date knowledge of investment topics
• Effective at time management and multi-tasking
• Strong leadership experience
• Proficient in Microsoft Office Suite
• Past use of CRM system