Portfolio Manager jobs in United States
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Empirical Wealth Management · 7 hours ago

Portfolio Manager

positionNewport Beach, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$150K/yr - $200K/yr
date4+ years exp

Empirical Wealth Management is an independent RIA managing $8.5 billion in AUM, dedicated to providing financial guidance and execution of integrated strategies for high-net-worth clients. The Portfolio Manager will collaborate with the executive leadership, trading team, and clients to manage investment portfolios and develop client investment strategies.

FinanceFinancial ServicesRetirement
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Growth Opportunities

Responsibilities

Portfolio rebalancing and trading
Communication with high-net worth individuals, including:
Working with financial advisors to design client investment strategies
Direct client communication regarding execution of trades and any investment/portfolio questions
Performance calculation and reporting
Analysis of prospective client’s investment portfolios
Conducting investment research
Assisting the CIO and Investment Team in evaluating new investments/strategies
Helping conduct due diligence on private/alternative investments
Notifying advisor/client of cash flow issues, account restrictions, etc

Qualification

CFACAIACFPMicrosoft ExcelIndependent researchCommunication skillsTeamworkAttention to detail

Required

4 – 8 years work experience in finance and investments required
Bachelors in Finance, Economics or Statistics or related subject required; Master's preferred
CFA required
Ability to do independent research and strong attention to detail
Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position
Advance knowledge of Microsoft Excel
Friendly, strong desire to learn and ability to take direction
Ability to work in a team environment

Preferred

Master's preferred
CAIA or CFP is a plus

Benefits

Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan with match

Company

Empirical Wealth Management

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Empirical Wealth Management offers investment management, tax, retirement planning, execution compensation and financial planning services.
dateFounded in 2010
location
Seattle, Washington, USA
people-size51-200 employees
web-link
https://empirical.net

Funding

Current Stage
Growth Stage

Leadership Team

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Kenneth Smith
CEO
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Company data provided by crunchbase