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Portfolio Manager

Job Description:

The Portfolio Manager will contribute to the development and implementation of investment portfolio strategies and model portfolios for the company’s individual and retirement plan clients.  The Portfolio Manager will help conduct market analysis, create portfolio allocation modeling, and present solutions to the investment committee.


Job Responsibilities and Duties (including but not limited to):

  • Oversee, evaluate, and monitor the asset allocation process and strategies for client portfolios
  • Plan and execute day-to-day portfolio management for client accounts within the guidelines of the investment committee’s policies and strategies
  • Assist Wealth Managers in meetings with clients to review market and economic conditions and investment performance
  • Analyze economic and market trends and developments
  • Evaluate and communicate the investment process and investment decisions made through regular participation and contribution to the investment committee
  • Meet with investment professionals and asset management firm representatives for in-depth analysis of vendor products
  • Create and present investment research reports to Spectrum’s investment committee
  • Evaluate wealth management tech and data platforms
  • All other duties and project work as assigned

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