VP – Assistant Portfolio Manager

Bachelor’s Degree from an accredited college or university
CFA/CFP Preferred
2 plus years of portfolio management experience
Demonstrated experience with High Net Worth clients and appropriate investment strategies including alternative investments
Strong personal and professional references
Excellent written and oral communication skills
Client first attitude, professional demeanor, high level of personal integrity and an understanding of fiduciary responsibility
Ability to multi-task and manage time effectively
Self-motivated, confident, detail oriented and analytical
Effective and impressive in client interfacing
Demonstrated knowledge and understanding of various and current securities markets, both domestic and global, various investment approaches and themes, and different types of investment products
Team player mentality and attitude of accountability

Meet with internal partners and clients to review client objectives and deploy appropriate portfolio management strategies specific to client goals, risk tolerances and time horizon.
Understand and articulate the firm’s Multi-Asset Strategies centralized investment approach, asset allocation, investment process, and portfolio construction methodology.
Understand the firm’s order management system (OMS) in executing security transactions, conducting portfolio rebalancing, generating performance reporting materials and maintaining clients records, documents, etc. pertaining to the management of client portfolios.
Actively participate in and contribute to the firm’s research, analysis, Asset Allocation and Manager Review Committees.
Adhere closely to the firm’s investment policy guidelines, asset allocation models, and approved securities lists.
Understand and follow the firm’s Compliance guidelines in all aspects of conduct in the Client Portfolio Manager role.
Champion and advocate the firm’s portfolio solutions, thought leadership, client service standards and culture both internally and externally.