Vice President - Portfolio Manager

Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office solutions. The founding family's century‑long history of entrepreneurship continues to guide our activities for clients today.

The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash, and alternative assets within established investment guidelines. In addition to portfolio management, the PM will contribute to the investment department through macroeconomic, industry, and company research, present to clients and prospects, and support business development initiatives to grow the firm.

• Make and implement investment decisions.
• Maintain asset allocations within client guidelines and department policies.
• Analyze economic, asset class, sector, or company fundamentals as a member of smaller working teams or Satellites.
• Lead or assist in internally managed strategies and asset allocation.
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department.
• Meet with clients on a regular basis.
• Communicate with and make presentations to clients, prospects, and referral sources.
• Participate in Business Development initiatives to achieve established goals for new revenues.
• Work with Client Administrators on shared accounts.

• Bachelor’s degree from an accredited 4‑year university.
• MBA from a top‑tier business school (preferred, not essential).
• CFA designation (preferred, not essential).
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds, and cash.
• Strong investment research experience.
• Investment experience with alternative assets a plus.
• Strong communication, client relationship, and business development skills with an entrepreneurial spirit.
• Superior ability to identify and build relationships with qualified prospects.

• Strong people skills.
• Client service focus.
• Effective verbal and written communication skills.
• High integrity with a diligent work ethic.
• Team/people oriented.
• Highly organized with good time management skills.
• Meticulous attention to detail.
• Valid driver’s license and ability to travel by airplane.

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long‑term disability, and 401(k) with company match. Base salary range: $150,000 – $200,000.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.