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WFS - WM Portfolio Manager

2 months ago

McLean, United States Sandy Spring Bancorp Full time

About Us At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do. We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset….our staff. About the Job West Financial Services (WFS) is currently recruiting for a Portfolio Manager. The Portfolio Manager is responsible for actively managing client portfolios using stocks and individual bonds as well as index and equity mutual funds. The Portfolio Manager also monitors the performance of client accounts. MAJOR JOB ACCOUNTABILITIES: Investment Policy: Participates in the development of short and long-term investment policies and strategies based on management investment philosophy and client investment objectives. Participates in Investment Committee meetings and decisions as well as contributes to Daily Strategy meetings. Performs periodic reviews of accounts to monitor performance, maturing securities, cash balances, and rebalancing to target allocations. Portfolio Management: Implements the investment strategy; monitors the accounts to ensure the asset allocation is maintained within the parameters set forth; monitors portfolio performance and recognizes gains and losses; assists in ongoing portfolio communication with clients; submits portfolio changes to trader; and prepares for and conducts periodic investment reviews with clients. Market Research: Keeps informed of developments in the security markets; follows specific company news and industry sector trends; uses fundamental and/or technical research to arrive at sound and timely investment decisions. Performs security research as directed by the Chief Investment Officer or per client request. Business Development: Along with the Relationship Manager, meets with prospects to explain company services and prepare and delivers proposals to prospective clients. Required Skills KNOWLEDGE, SKILLS, AND ABILITIES: Position requires a bachelor degree or higher in finance or related field and a thorough knowledge of stocks, mutual funds and bonds. A Series 65 license highly desired. A CFP, CFA, CPA or similar designation is strongly preferred, or working toward one, with strong industry experience. A minimum of three years work related experience is required, including experience in equity investments and asset allocation principles. Work requires regular internal and external contacts to carry out the company’s policies and programs. Ability to effectively express ideas orally and in writing, prepare business correspondence, summarize complex reports, write procedures, and interpret complicated policies. Also involves making verbal presentations and recommendations. High level problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources. Excellent computer skills including Microsoft Excel and Word. Experience with Tamarac, FactSet, Bloomberg and Morningstar Advisor Workstation a plus. Must be able to qualify, obtain, and maintain necessary licensing requirements. SPECIFIC PHYSICAL REQUIREMENTS: Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone systems is required. WORKING CONDITIONS: Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements. Work includes little or no potential exposure to hazardous conditions. Must be able to travel to remote company and/or client locations. Compensation Information At West Financial Services, compensation is one part of our total rewards package. Compensation within the range will depend on your skills, qualifications, education, experience, and location. Additionally, full-time and part-time positions may be eligible to participate in department or company-wide incentive plans. Salary Range USD $120,000.00 - USD $183,750.00 /Yr. #J-18808-Ljbffr