Portfolio Management Professional

3 weeks ago


Mercer Island, Washington, United States Coldstream Wealth Management Full time
Company Overview
Coldstream Wealth Management is a leading employee-owned, independently-operated firm specializing in wealth management. With 28 years of experience, we've earned the trust of affluent families and businesses by providing a comprehensive, holistic approach to planning and exceptional advice.

Job Title: Associate Portfolio Manager
The successful candidate will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis. The role requires a personable individual with excellent Excel skills and proficiency in Tamarac, Morningstar, and Bloomberg. A CFA candidate with 5+ years of relevant experience in high-net-worth client-facing environments is preferred.

Salary
We offer competitive compensation, typically starting between $90k-$120k plus an annual bonus. Our benefits package focuses on growth, health, and wellness, including fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, as well as a 401(k) match and stock options.

Required Skills and Qualifications
Key responsibilities include:
  1. Managing multi-asset portfolios using quantitative risk models and optimization
  2. Serving on the firm's Investment Strategy Group (ISG) to provide input on strategic and tactical asset allocation guidelines
  3. Executing daily trade orders and model-based portfolio rebalancing
  4. Maintaining tools and rebalancer settings to increase trading efficiencies
Bachelor's degree in Finance or a related field, FINRA Series 65, and excellent verbal and written communication skills are essential.

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