Portfolio Manager - CFA

The Portfolio Manager is responsible for reviews on the accounts assigned and any research associated with those accounts. This position conducts research and analyzes trends and information to provide recommendations to the Investment Policy Committee (IPC).

• Develop, implement, and monitor customized investment portfolios aligned with client objectives, risk tolerance, and long term financial plans.
• Conduct ongoing market, economic, and asset class research to inform portfolio positioning and tactical adjustments.
• Manage asset allocation across equities, fixed income, alternatives, and cash to optimize risk adjusted returns.
• Collaborate with financial advisors, planners, and internal specialists to deliver holistic wealth management solutions.
• Oversee portfolio rebalancing, tax efficient trading, and cash flow management to maintain alignment with client mandates.
• Monitor investment risk exposures and ensure portfolios comply with firm policies, regulatory requirements, and client guidelines.
• May specialize in specific investment area, such as bond, commodity, equity, currency, or portfolio management.
• Completes trading on accounts assigned.
• Participates in client meetings when appropriate
• Enhances existing processes to ensure efficiency is constantly improved.
• Tracks and analyzes financial trends to inform decisions.
• Validates the integrity of data.
• Prepares weekly market summaries.
• Supports other strategic initiatives and activities as warranted or assigned.
• Lead multidisciplinary due diligence teams to assess, negotiate and recommend investment decisions to the IPC.
• Contributes to the delivery of monthly, quarterly, annual stakeholder/donor reporting.
• Builds and delivers a portfolio of advisory projects aligned with company strategy.
• Promotes a consistent approach to messaging and branding across materials.
• Evaluates opportunities with appropriate lens of risk, reward, and overall portfolio construction.
• Identifies new opportunities by staying abreast of market trends and development.
• Implement policies and programs which promote the company's standing in the community.
• Develops and maintains strong business relationships ensuring a successful corporate/community partnership.
• Monitors and analyzes sell-side financial models and valuation frameworks including but not limited to stock research and large cap stock model (decision making).
• Manages Model Maintenance and Security Set Maintenance on custom accounts assigned.
• Fixed Income/Equity Core Funds (Wholesaler Meetings, Fund Monitoring)
• Completes requested research from Advisors on assigned accounts including bond trading treasury and investment trades.
• Acts as IPC Lead on Macro (Less is More), Large Cap Stock Decision Making, ETF Decision Making, and Fixed Income.
• Other duties as assigned.

• Bachelor’s degree in Finance or Business Administration required.
• Master's degree preferred.
• CFA designation preferred or desire to acquire CFA certification preferred.
• 1- 3 years of Investment Research experience required
• 2 – 4 years of experience in portfolio management required.

• Proficiency in Microsoft Office, including Word and advanced Excel skills.
• Knowledge of Orion preferred
• Knowledge of Fact Set preferred
• Excellent interpersonal, written and verbal communication skills.
• Ability to be collaborative and part of a team.
• Ability to maintain strong relationships.
• Demonstrated time management skills.
• Creative thinker with critical thinking and problem-solving skills.
• Attention to detail.

Base Salary Range - $75,000-$110,000 Annually with Bonus Potential depending on experience and performance