Portfolio Manager

Job Description for Portfolio Manager

Job Category: Portfolio Manager

Job Type: Full Time

Job Location: Bay Area CA Portland OR Seattle WA

Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.

Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.

Job Description

We are seeking a talented Portfolio Manager to join the firm’s Seattle, Portland and Bay area offices. 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.

Key Responsibilities

Portfolio rebalancing and trading,
Communication with high-net worth individuals, including:
- Working with financial advisors to design client investment strategies
- Direct client communication regarding execution of trades and any investment/portfolio questions
Performance calculation and reporting
Analysis of prospective client’s investment portfolios
Conducting investment research
- Assisting the CIO and Investment Team in evaluating new investments/strategies
- Helping conduct due diligence on private/alternative investments
Notifying advisor/client of cash flow issues, account restrictions, etc.

Qualifications

4 – 8 years work experience in finance and investments required
Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred
Obtained, or progress towards, CFA required
CAIA or CFP is a plus
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

Compensation

Competitive salary, opportunities to participate in client asset growth, as well as bonus potential
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan with match

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.