Portfolio Manager – Glendale, CA

Position Summary:

The Portfolio Manager will be working with high-net-worth individuals and will have to convey technical investment information on a regular basis. This individual will add a fresh, unique perspective to the team. In this role, the manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about individual portfolios but also help us define KPIs and create a roadmap for companywide operations.

 Portfolio Management Responsibilities:

• Constructing successful investment portfolios informed by market conditions and economic trends.
• Generating investment policy statements, outlining our clients’ investment objectives.
• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Maintaining existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends.
• Meeting with clients to discuss their portfolio performance and investment objectives.
• Drafting market commentary, case studies, and market analysis.
• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Staying up to date with relevant investment and trading news, and economic trends.

Operational Management Responsibilities:

• Supervise and lead the wealth management division’s investment and client service staff.
• Collaborate with senior managers in the development of performance goals and long-term operational plans.
• Analyze current operational processes and performance, recommending solutions for improvement where necessary. 

Experience and Technical Requirements:

• Four or more years of experience in financial planning and investment
• Certification in good standing, such as CFA, CFP, or CAIA
• Knowledge of securities, insurance, and mutual fund industries
• Personal integrity and an ability to maintain confidentiality of company and client information
• Proficiency with financial planning software

Compensation and Benefits:

$125,000 - $200,000 and full benefits

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