Investment Portfolio Manager
About the job
We are looking for an experienced Investment Portfolio Manager who also has strengths as a Relationship Manager. The majority of their time will be spent implementing the firm’s investment philosophy within our clients' accounts with the remainder of time spent client facing. We are a Registered Investment Advisor and discretionary, fee-only fiduciary for our clients with a primarily index fund/ETF based investment strategy.
Within our team, this professional will be the primary person responsible for translating the firm's investment philosophy into action throughout our clients' accounts. This will include strategic or tactical changes to firm-wide portfolio allocations, tax-loss harvesting, rebalancing, and raising and investing cash. In addition, this person will be called upon to communicate our investment philosophy, outlook, and current strategies to our clients. Other responsibilities include operating and managing our portfolio accounting software through Orion, our trading software through iRebal, and custodial account system at Schwab.
Minimum 5 years as an Investment Portfolio Manager or Chartered Financial Analyst (CFA®)
Enjoy investment research, technology, and analytics
Experience with Schwab, iRebal, and Orion technologies are a plus
RIA Compliance experience is a plus
Master's Degree and CFP® are a plus
