Portfolio Manager

Summary

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios and finding alternative investment opportunities for clients.

Goals

To understand, articulate and emulate the firm’s purpose and core values

To become an integral part of the FVWA team, culture and workflow

Effective problem solver

Ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

Develop new investment ideas and portfolios

Manage portfolio holdings and research replacements

Review quarterly earnings calls

Present ideas and trends to investment team

Regularly review current holdings and asset allocations

Manage fund wholesaler relationships

Participate in client meetings as the Investment Guru

Research alternative investment solutions for Ultra High Net Worth

Create investment tools and research for advisor and client education

Participate in Quarterly Best Execution Committee meetings

Run Monthly Investment Committee meetings

Prepare monthly/quarterly Client newsletter on markets

Review QL 401k models and outside 401k recommendations

Supervise cost-basis analysis for incoming and existing accounts

Supervise creation of investment materials for client meetings

Supervise the creation and maintenance of all investment collateral

Basic Requirements

Chartered Financial Analyst (CFA)

Bachelor’s Degree

MBA (preferred)

Series 65 (preferred)

10-15+ years of Investment and Portfolio Management Experience

Attention to Detail, Organized, Well-Spoken