Associate Portfolio Manager - Personal Wealth

What You Will Do

• Provide day-to-day management and oversight of the separately managed account (SMA), including running portfolio optimizations, monitoring position sizes relative to targets, and coordinating with the trading team on model and client account adjustments.
• Produce daily, weekly, monthly, and quarterly strategy performance and attribution reports and conduct ongoing portfolio and performance analysis.
• Lead regular investment meetings related to the strategy and collaborate closely with the CIS and the co-Portfolio Manager to identify market opportunities and risks.
• Conduct U.S. sector and industry research, including analysis of valuations and fundamentals.
• Support the development of quarterly and annual economic and market outlooks.
• Conduct ad hoc investment and market research to support internal and external needs.
• Co-author monthly external commentary regarding SMA positioning, performance, and market developments.
• Respond to client requests for information and support client and external communications regarding the investment strategy.

What You Will Bring

What we offer you

• We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Base Salary Range
• The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
• Equal opportunity employer • Drug-free workplace
• We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
• Job Posting End Date at 12:01 am on:
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Requirements

• Bachelor’s degree required; degree in finance, economics, business, or a related field strongly preferred
• 7–10 years of relevant experience in investment management, portfolio management, investment research, or a related field
• Experience with portfolio optimization
• Proficiency with Bloomberg (BBG)
• Proficiency with Microsoft Office
• Strong analytical and quantitative skills
• Strong written and verbal communication skills
• Strong interpersonal skills and ability to collaborate effectively with investment, trading, and client-facing partners
• Ability to manage multiple priorities effectively
• Ability to develop compelling data visualizations
• FINRA Series 63 and Series 65 registrations, or Series 66 registration, required; full CFA can be used in lieu of registrations
• FINRA Fingerprinting required