Portfolio Manager


Portfolio Manager

Job Description for Associate Financial Advisor

Job Location: Bay Area CA Bay Area CA Bilingual Bellevue WA Seattle WA

We are seeking a talented Portfolio Manager to join the firm’s Seattle, WA office. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.

Your Responsibilities – What you will be doing in this role

  • Portfolio Rebalance and Trading,
  • Performance calculation and reporting
  • Analysis of investment strategies
  • Gathering and summarizing relevant financial research
  • Communication with high-net worth individuals
  • Consult with advisor on how accounts should be set up (e.g. asset placement, which model to use, taxable vs muni bonds, individual bonds vs funds)
  • Discuss how to handle legacy positions and account transitions
  • Provide sample investment allocation and proposal materials, including “Investment Considerations”
  • Follow up with client about execution of trades and any investment/portfolio questions
  • Adjust cost basis accounting method if necessary
  • Notify advisor of cash flow issues, account restrictions, client trades, etc.

Your Qualities

  • Ability to do independent research and strong attention to detail
  • Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position
  • Advance knowledge of Microsoft Excel
  • Friendly, strong desire to learn and ability to take direction
  • Ability to work in a team environment

Your Experience – What you have been doing

  • 2 – 5 years work experience in finance and investments required
  • Bachelors in Finance, Economics or Statistics required; Master’s preferred
  • Obtained, or is making progress towards, CFA required
  • CAIA or CFP is a plus

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