Whittier Trust Company · 1 month ago
Vice President - Portfolio Manager
Los Angeles, CA
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $200K/yr
10+ years expWhittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing exceptional client service and customized investment solutions for high-net-worth individuals. The Vice President, Portfolio Manager will manage client portfolios, contribute to investment research, and participate in business development efforts.
Finance
Responsibilities
Manage portfolios to achieve client objectives
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
Lead or assist in internally managed strategies and asset allocation
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
Qualification
Required
Bachelor's degree from an accredited 4-year university
10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
Strong people skills
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver's license and the ability to travel by airplane
Preferred
MBA from top-tier business school, preferred not essential
CFA designation preferred not essential
Investment experience with alternative assets a plus
Benefits
Performance bonus
Medical
Dental
Vision
Life
Long term disability
401(k) with company match
Company
Whittier Trust Company
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Dahl
CEO
Jesse Ostroff
Vice President, Client Advisor, Philanthropic Services
Recent News
Morningstar.com
2025-09-23
2025-09-04
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