Senior Investment Manager

4 weeks ago


San Francisco, California, United States Soteriare Full time
Soteriare Seeks a Skilled Senior Investment Manager

At Soteriare, we are committed to delivering exceptional investment solutions to our high-net-worth clients. As a result, we are seeking an experienced Senior Investment Manager to join our Private Wealth Management team.

About the Role

The successful candidate will be responsible for managing complex client portfolios, applying advanced portfolio construction techniques, and collaborating with wealth management authorities to create tailored investment solutions. This role requires a deep understanding of quantitative portfolio construction techniques in a taxable, private wealth environment, as well as a solid grasp of various wealth management strategies involving financial and estate planning.

Key Responsibilities
  • Manage individual client portfolios by applying sophisticated portfolio construction methods that involve coordinating asset location, allocation, and broad vehicle selection across equity and fixed income asset classes.
  • Develop a comprehensive understanding of internal research to translate the best ideas into client portfolios, achieving superior returns consistent with the Soteriare investment philosophy.
  • Construct highly personalized portfolios for clients through proactive portfolio construction strategies, incorporating the impacts of estate planning, large quantities of legacy investments, and other complex plan needs.
  • Maintain mastery of portfolio construction and investment analytic software to implement complex portfolio construction across multiple account registration types, while clearly understanding the impacts on investment risk and return characteristics.
  • Contribute to evolving future investment philosophy and processes, and participate in generating new insights for technical design requirements.
Qualifications
  • Advanced degree preferred; degree or emphasis in finance/accounting/economics subjects strongly preferred.
  • Existing or progress toward CFA, CPA, or CFP credential preferred.
  • Demonstrated experience in a role working directly with clients, preferably with high-net-worth clients.
  • Minimum of 15 years of relevant investment experience in research, portfolio management, or trading.
Salary and Benefits

We offer a competitive salary range of $150,000 - $250,000 per year, depending on experience, as well as a comprehensive benefits package including health insurance, retirement plans, and paid time off.



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