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Portfolio Manager

Employer
Ascent Wealth Partners
Location
New Hartford, New York
Salary
Salary is commensurate with experience.
Closing date
Apr 12, 2024

Portfolio Manager

This is a full-time, in-person position (not remote). Office presence is an essential function. Office locations include New Hartford, Saratoga Springs, and Elmira, NY. We would also be open to candidates in the Fort Myers, Bonita Springs, and Naples areas where we are considering a Florida office location.

Ascent Wealth Partners is an independent financial services firm serving successful individuals, their families, and their businesses. At Ascent Wealth Partners, we are committed to raising the standards for wealth management. Our organizing principle is that our clients drive our company. Our mission is to assist them in identifying and attaining their life goals. To do that, we use our collective experience to see life from our clients’ perspective — what they want to achieve, what they hold important — and we work to make that happen. Our advice is straightforward, and free from conflict. Clients first. Always.

We are seeking an experienced Portfolio Manager that would report directly to our Chief Investment Officer, but will work closely with the broader Investments Team. 

Primary Responsibilities & Activities

  • Manage day-to-day portfolio activities (investment proposals, portfolio implementation, ongoing monitoring, rebalancing, reporting, etc.).
  • Use metrics and data visualizations to effectively report on portfolio performance and support decision-making at the department and organizational levels.
  • Be an integral member of the Investments Team, providing investment advisory services to a mixed client base of all ages and stages of wealth.
  • Deliver sound investment advice and strategies based on market performance.
  • Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.
  • Ensure adherence to company legal and compliance standards.
  • Analyze and appraise sales costs and performance on an ongoing basis.
  • Facilitate project reviews and checkpoint meetings.
  • Analyze key performance indicators to produce reports on portfolio and projects.
  • Escalate issues that threaten portfolio and project success.

Knowledge, Skills, & Abilities

  • Bachelor’s degree in finance or related field.
  • Five or more years of professional work experience with investments.
  • Knowledge of securities, insurance, and mutual funds.
  • Proficiency with investment research applications.
  • Industry certifications such as CFA® are strongly preferred, but not required.
  • Personal integrity and an ability to maintain confidentiality of company and client information.
  • Self-driven individual with a deep curiosity in the investment business.

Compensation

  • Salary is commensurate with experience.

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