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Senior Portfolio Manager - Charleston, United States - Clearstead Advisors, LLC
21 hours ago
Description
We are seeking aSenior Portfolio Manager
at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients.
In this position you will:
Be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy
Create complex investment analysis or modeling to support sophisticated investment clients
Evaluate prospect investment data, leads the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business
Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits
Participate in Investment Research and Asset Allocation Committee meetings serving as a voting member on the Investment Committee
Regularly communicate with Research Department on investment strategy
Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)
Facilitate live investment portfolio reviews with current clients and prospects
Communicate portfolio updates and rebalance initiatives to assigned clients as needed
Follow the Clearstead approach of creating client meeting agendas/recaps or assisting in their preparation
Develop advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members
Utilize and manage Tamarac Advisor View/Rebalancer software to analyze and manage client portfolios
Review and assist in maintaining client databases and investment policy information to uphold data integrity
Organize and track client assignments to efficiently manage work-load
Assist with audit of client investment reports for accuracy and crafts impactful deliverables
Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences
Complete other duties as assigned
Requirements
The successful candidate will have:
Bachelor's degree in Business Administration, Finance, Economics or related field; Master's degree preferred
Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
5+ years of investment and financial market experience within a financial services institution; experience within a private wealth advisory setting preferred
Passion for investments
Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
Demonstrated analytical skills
Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
Demonstrated client service skills
Excellent interpersonal and communication skills, written and verbal
Strong team player with the ability to interact with staff at all levels of the organization
Commitment to company values
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
An opportunity to work with institutions across the country
A competitive base salary with an incentive bonus program
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program
We are independent institutional and wealth advisory firm in Cleveland, Ohio.
Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.
There's a popular line at Clearstead, "There are no sharp elbows." Employees have a voice in driving our success through our innovative, team-based approach.
By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.#J-18808-Ljbffr
