Senior Portfolio Manager

2 months ago


San Ramon, United States MAI Wealth Management, Inc. Full time
Job DescriptionJob Description

GENERAL JOB DESCRIPTION

The Senior Portfolio Manager will implement MAI’s investment strategy for high-net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.

MAJOR DUTIES AND RESPONSIBILITIES

  • Frequent contact with clients through in person meetings, phone and written communication.
  • Preparation and review of client reports.
  • Providing advice and strategies related to clients’ investment portfolios.
  • Regular review of client’s investment portfolios to align MAI’s asset allocation strategy with the client’s goals & objectives.
  • Trading of individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
  • Participates in business development process for prospective clients.
  • May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
  • Maintains and expands investment, market and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
  • Leads and oversees portfolio analysts as needed
  • Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
  • Reviews private opportunities and conducts other ad-hoc research for clients
  • Open to remote capabilities

EXPERIENCE/CREDENTIALS

  • 15+ years of experience in investment management field.
  • Broad background in financial markets.
  • Bachelor's degree in Finance or Economics preferred
  • MBA or CFA preferred.


COMPETENCIES

  • Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
  • Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
  • Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
  • Understands the big picture while still demonstrates attention to detail.
  • Strong oral and written communication skills.
  • Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence. 
  • Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.


FEATURED BENEFITS:

  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement


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