Sr. Portfolio Manager & Head of Investment Communications

Location
San Francisco, California
Salary
Compensation commensurate with skills and experience
Posted
Nov 18, 2020
Closes
Dec 18, 2020
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

We are a dynamic, rapidly growing independent wealth management firm in San Francisco that offers comprehensive wealth management services to individuals and families. We believe passionately in the value of deep financial and life planning being integrated with investment management services to provide the best outcome for clients. We specialize in working with successful individuals and families in their peak career years, many of which are also in their peak parenting years, addressing the myriad of decisions facing this demographic.    

We are seeking to add a Sr. Portfolio Manager and Head of Investment Communications to our team, someone who is interested in building a long-term career and becoming a partner and shareholder of the firm. All of our clients are clients of the firm and each have a team comprised of Wealth Managers, Associate Wealth Mangers, and Investment Management professionals. We need an outstanding person and a solid team player. A problem solver with a keen attention to detail and deep knowledge in investment management. Candidates will have excellent written and verbal communication skills and a positive, can-do attitude.

Duties & Responsibilities

Investment Strategy:

  • Responsible for model portfolio construction and on-going management, including considerations such as geographic tilts, factor tilts and modeling based on client demographics
  • Select fund managers and manage relationships with them
  • Run and review of performance and attribution analysis
  • Develop Environmental, Social, Governance (ESG) strategy and messaging

Investment Communications:

  • Write client-focused timely communication
  • Interact with clients on investment related topics via webinars, video and in-person events/meetings
  • Re-design client performance reporting package
  • Continuous review and refresh of investment positioning, messaging, and presentations

Advisor Education & Support:

  • Develop investment focused training curriculum for new advisors
  • Provide on-going investment education to the entire team
  • Serve as the “go to person” for advisors who have investment related questions

Investment Advisor:

  • Serve as Investment Advisor for a subset of the firm’s clients as part of the Wealth Management team
  • Develop and manage investment solutions for these clients
  • Serve as the point person for all investment related questions
  • Present all portfolio reviews at client meetings

Skills & Qualifications Required

  • 5+ years investment management experience and college degree
  • CFA or MBA is appreciated but not required
  • Driven, career-oriented, wants to be part of an entrepreneurial organization
  • Good problem solving and technical skills with a keen attention to detail
  • Personable, responsive, engaging, and a client first attitude
  • Mature, self-starter, willing to take complete ownership of areas of responsibility
  • Ability to work independently and take direction from multiple parties
  • Strong analytical skills and computer skills including advanced proficiency in Excel, Word and PowerPoint
  • Preference for candidate to live in the San Francisco Bay Area

Salary and Benefits

The firm offers comprehensive benefits that include:

  • Compensation commensurate with skills and experience
  • 20 days paid vacation and 10 paid holidays
  • Quarterly bonus program
  • 401k plan and employer profit sharing contribution
  • Medical, dental, and vision insurance
  • Ability to purchase long-term disability and life insurance at group rates
  • Professional development budget
  • Complimentary financial planning and investment management for you and your direct family members

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