Portfolio Manager

Portfolio Manager â Glendale, CA

Position Summary:

The Portfolio Manager will be working with high-net-worth individuals and will have to convey technical investment information on a regular basis. This individual will add a fresh, unique perspective to the team. In this role, the manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about individual portfolios but also help us define KPIs and create a roadmap for companywide operations.

Portfolio Management Responsibilities:

Constructing successful investment portfolios informed by market conditions and economic trends.

Generating investment policy statements, outlining our clientsâ investment objectives.

Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.

Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

Maintaining existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends.

Meeting with clients to discuss their portfolio performance and investment objectives.

Drafting market commentary, case studies, and market analysis.

Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

Staying up to date with relevant investment and trading news, and economic trends.

Operational Management Responsibilities:

Supervise and lead the wealth management divisionâ s investment and client service staff.

Collaborate with senior managers in the development of performance goals and long-term operational plans.

Analyze current operational processes and performance, recommending solutions for improvement where necessary.

Experience and Technical Requirements:

Four or more years of experience in financial planning and investment

Certification in good standing, such as CFA, CFP, or CAIA

Knowledge of securities, insurance, and mutual fund industries

Personal integrity and an ability to maintain confidentiality of company and client information

Proficiency with financial planning software

Compensation and Benefits:

$125,000 - $200,000 and full benefits

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