Portfolio Manager

2 months ago

Bellevue, United States Coldstream Wealth Management Full time
Job DescriptionJob Description

One of Coldstream's fastest-growing wealth management teams is looking for an experienced Portfolio Manager to manage the investment portion of the overall services provided to clients on the team, using a broad and diverse mix of investment vehicles.

This position is located on the edge of downtown Bellevue. We have a flexible hybrid work environment (in office Tuesdays and Wednesdays).

Specific responsibilities include:

  • Serve on the firm's Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide, including:
    • Conducting due diligence on separate account managers
    • Researching a range of investment vehicles
    • Making recommendations on which to include on the firm's list of recommended investments for use in client portfolios
  • Client asset management, including development of investment policy statements, asset allocation recommendations, and implementation and ongoing management of client investment portfolios
  • Client relationship development and management, including ongoing and regular client contact and communications
  • Trade and rebalance client portfolios
  • Compose investment commentary and blog articles for clients
  • Review and analyze portfolio returns and attribution to make recommended changes to portfolios
  • Participate in business development activities, including meeting with prospective clients to discuss Coldstream's investment process


  • The desire to be client-facing and ability to communicate (verbally and in writing) with clients of varying levels of investment sophistication
  • A Bachelor's degree, preferably in finance or a related field
  • The CFA designation
  • 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client families
  • Experience with Bloomberg, Morningstar, and Tamarac AdvisorView or other portfolio rebalancing systems
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and CRM software
  • FINRA Series 65 license is preferred


Benefits:

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Job Benefits:

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: 16-26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement, plus documented career paths and a formal mentoring program
  • Parking: heavily subsidized parking or free transit pass
  • Wellness reimbursement

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $170k and $200k plus an annual bonus and a generous benefits package.

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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