Portfolio Manager
4 weeks ago
We are seeking a highly skilled Portfolio Manager to join our team at Hightower. As a Portfolio Manager, you will be responsible for maintaining in-depth knowledge of global economic events, trends, and market conditions. You will contribute to the formation and adjustment of our tactical strategies and decisions, bringing thoughtful perspective, insight, and opinion to the discussions.
Key Responsibilities:
- Maintain daily knowledge of global economic events, trends, and market conditions
- Contribute to the formation and adjustment of tactical strategies and decisions
- Provide constructive criticism of peer presentations and make recommendations to improve the investment process
- Contribute to the long-term evolution of our investment process, identifying opportunities to contribute to client portfolios and maintain our competitive advantage
Requirements:
- 7+ years' experience in Wealth Strategy/Investment Management space
- Experience working with HNW families with professionalism to engage them in investment conversations
- Bachelor's Degree
- CFP, CFA, or MBA highly preferred
- Series 63, 65, or 66
- Demonstrated interest in and knowledge of finance, economics, and global capital markets
- Strategic thinker, implementing both qualitative and quantitative methods
- Resourceful in analyzing and solving problems
- Demonstrated oral and written skills to communicate with clients, their advisors, and fellow colleagues
- Thoughtfully handle confidential information and sensitive situations
What We Offer:
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- Student loan assistance
- Flexible Benefits (FSA, pre-tax transportation, HSA Employer Contributions)
- Basic Life and Accidental Death & Dismemberment Insurance
- Company-paid Long- and Short-term Disability Coverage
- Charitable Gift Match Program
- Pet insurance
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