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RKL LLP · 11 hours ago

Portfolio Manager

Lancaster, PA

Full-time

Hybrid

Mid Level

$100K/yr - $120K/yr

3+ years exp

RKL LLP is seeking a Portfolio Manager responsible for managing the firm’s investment strategy to better service clients. The role involves overseeing client portfolios, participating in client meetings, and ensuring compliance with applicable policies and regulations.

AccountingConsultingFinancial ServicesInformation Technology

Growth Opportunities

Responsibilities

Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance

Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction

Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation

Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments

Implement investment process and analytical framework that alights with the firm’s investment strategy and work with Trader in executing trades

Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients

Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed

Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities

Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention

Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards

Active involvement in the community and development of key professional relationships to ensure business growth

Maintain confidentiality with external client information as well as internal employee and firm information

Take initiative to be a team player (seek out opportunities to help others)

Treat everyone with respect; develop loyalty and trust with the team

Successfully adapt to different personalities and working styles

Proactively and effectively communicate information regarding status issues to team members

Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Qualification

Investment managementPortfolio managementFinancial analysisClient communicationCFA certificationCFP certificationCRM toolsMicrosoft Office SuiteNetworkingProblem-solvingAdaptability

Required

Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions

Analytical and data-driven individual with strong problem-solving skills

Demonstrate excellent business and financial management acumen

Ability to use sound judgement and discretion regarding confidential information

Drive to complete performance targets and track record of meeting/exceeding expectations

Ability to listen to client needs and provide financial solutions, with strong networking capabilities

Ability to shift focus and adapt to changes

Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field

3+ years' experience working in the investment advisory field and knowledge of portfolio management, trading and market structure

Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP

Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Must be able to remain in a stationary position as needed

The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

Ability to communicate in a professional manner and exchange information with internal and external actors as needed

Ability to lift/carry up to 20 pounds

Ability to work outside of normal business hours and weekends as needed

Ability to travel to local and non-local clients as needed, overnight travel may be required

Preferred

CFA, CFP, or CAIA certifications a plus

Experience using CRM tools

Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Company

RKL LLP

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.

Founded in 1979

Lancaster, Pennsylvania, USA

501-1000 employees