Fund Manager & Portfolio Management Attribute manager and fund performance and refine ways to minimize underperformance and maximize outperformance relative to return and risk objectives. Apply quantitative techniques and models, coupled with specific market knowledge, to manager selection and risk budgeting. Executes and documents all manager initial and ongoing due?diligence activities and assessments. Proactively contribute to overall portfolio profitability through revenue opportunities and ... more details
Portfolio Manager
Position Overview
A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). The individual filling the role will be responsible for manager search, due?diligence, and selection, including the development of risk management assessments and evaluations. The individual will also need to be a proactive spokesperson for the portfolio and manager/fund, comfortable in promoting the funds to clients and prospects alike. S/he will assist in the development of appropriate communication tools, including commentaries and informational sheets and will leverage such tools while pitching the funds.
Essential Duties and Responsibilities
Fund Manager & Portfolio Management
Attribute manager and fund performance and refine ways to minimize underperformance and maximize outperformance relative to return and risk objectives.
Apply quantitative techniques and models, coupled with specific market knowledge, to manager selection and risk budgeting.
Executes and documents all manager initial and ongoing due?diligence activities and assessments.
Proactively contribute to overall portfolio profitability through revenue opportunities and systems and manager selection process enhancements.
Provide analytical and qualitative support in alpha research, new manager development, and client needs.
Manage all aspects of portfolios including directed changes, corporate actions, and client activity; ensure that portfolios track within established performance expectations.
Develops familiarity with various investment related software packages (Bloomberg, Morningstar, etc.) to assist associates and advisors in the appropriate analyses.
Investment Committee
Actively seeks new opportunities to support Investment Committee members and investment decision making
Gains and maintains an understanding of the relevant investment directives, procedures, and policies within the construct of the RIA strategies.
Quantifies, analyzes, and continually manages risk, both at an overall fund and at a manager level.
Actively participates in and contributes research and perspective to the RIA Investment Committee.
Demonstrates a positive attitude, flexibility, support, and effective influence / communication skills in interactions with other RIA functional areas and team members.
Client (Advisor) Development and Servicing
Develops a deep understanding of RIA’s investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.
Develops an overall understanding of RIA’s assigned client’s investment strategies / products in order to best service the customer.
Authorized drafter and reviewer of RIA’s communication and marketing pieces related to the managers and portfolios including, but not limited to:
Client Pitch Book
Manager / Fund Factsheets and Brochures
Trade, Market, and Performance Commentaries
Supports new business developments by participating/presenting in RIA pitches, new advisor / acquisition welcome and onboarding sessions, and broader market update sessions, as needed.
Supports management and client?facing groups in research and ad?hoc requests.
Skills / Key Competencies Required
Communication
Flexibility / Adaptability
Attention to Detail / Data Organization
Confidentiality / Integrity
Project Planning and Execution
Minimum Qualifications
Bachelor degree in related discipline from an accredited institution.
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.
We would like to take a second to Welcome You to Job Abstracts, the nation’s largest Pure Job Board. With over 3.1 million job listings from 15,000+ Companies & Organizations, we help job searchers find careers that match their interests. As an anonymous user, you have probably discovered how easy our system is to use. However, you have just scratched the surface of what we can offer.
We encourage you to Register so you can use our most powerful features: searching with multiple terms, setting up multiple locations, establishing favorite companies, and accessing your search history. If you find a job you like, you can apply directly for it, and then, keep notes on it. We will also keep a lookout for jobs that match your search terms and email you when we find something you may like.
You can register for free and the system is free to use. If you like our system so far, click on Register and unlock the power required by serious job searchers.
Any time you conduct a search, the system shows you job matches, ranked by their Relevance Score (RS).
The score is calculated by a proprietary algorithm that uses Intelligent Machine Learning.
The Relevance Score tells you how well the job opportunity matches your search term or terms.
When not logged in, the system is limited to one search term. Scores for single term matches are usually lower.
When you register, log in, and set up multiple terms prioritized by importance, the jobs found for you will receive a much higher Relevance Score.
